Estate Tax Specialist
6 days ago
About Affinity Executive Search
We are a leading executive search firm dedicated to providing exceptional talent solutions to our clients. Our team of experts has a proven track record of delivering top-notch candidates who meet the unique needs of our clients.
Job Overview
Affinity Executive Search is seeking a highly skilled Estate Tax Specialist to join our team. As an Estate Tax Specialist, you will be responsible for providing estate planning and tax compliance services to high-net-worth clients. This role involves preparing individual, fiduciary, gift, and estate tax returns, conducting tax research, and managing client relationships.
Key Responsibilities:
- Prepare individual, fiduciary, gift, and estate tax returns with accuracy and attention to detail.
- Conduct tax research and provide expert advice on complex trust and estate tax issues.
- Maintain strong client relationships through effective communication and service delivery.
- Oversee fiduciary accountings for estates and trusts, ensuring compliance with relevant laws and regulations.
- Review client tax information and provide recommendations for improving tax efficiency.
Requirements:
- Bachelor's degree in Accounting or related field; MST preferred.
- CPA certification or progress toward certification, including 150-credit requirement.
- Minimum 3 years of tax experience in a public accounting firm, preferably in estate and trust taxation.
- Excellent analytical, communication, and organizational skills.
- Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
Why Choose This Opportunity?
This role offers the chance to work with high-net-worth clients on complex trust and estate tax issues while building strong client relationships. The position provides a clear path for career advancement and the opportunity to develop expertise in estate planning and tax strategy in a supportive, collaborative environment.
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