Tax Partner, Trust

4 weeks ago


Parsippany, United States Sax LLP Full time

At Sax LLP, we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career

We are actively seeking a Tax Partner with Trust & Estate experience to join our growing firm

RESPONSIBILITIES INCLUDE:

  • Lead the Estate and Trust practice of the Firm
  • Develop, supervise and mentor members of the Estate and Trust team
  • Expanding the Estate Planning practice both internally and externally
  • Coordinating tax compliance and planning responsibilities for our multistate environment
  • Maintaining visibility in the Estate and Trust community
  • Maintaining existing business relationships and cultivating new ones
  • Maintaining relationships with and advise clients in Estate and Trust matters
  • Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax
REQUIREMENTS:
  • Bachelor's or Master's degree in Accounting or related field required
  • JD; CPA or Law Degree
  • Minimum 10 years of experience with a public accounting and/or professional services firm or Law firm
SKILLS/KNOWLEDGE:
  • Significant experience providing complex gift and estate planning strategies to high net worth clients
  • Significant experience in working with estate tax, gift tax and fiduciary tax returns;
  • Technical expertise in relevant areas
  • Ability to provide seamless, integrated services to clients
  • Excellent written and verbal communication skills


Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.

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