Tax Planning Specialist for High-Net-Worth Families
3 days ago
We are seeking a Trust and Estates Partner to join our Private Client Group in New York, NY (Hybrid) or Remote. As a key member of our team, you will provide comprehensive tax, accounting, and consulting advice and services to high-net-worth families.
Responsibilities- Build and maintain strong relationships with clients, understanding their unique needs and goals.
- Develop and implement sophisticated tax strategies to minimize tax implications and accomplish family goals.
- Advise clients on charitable giving, philanthropic endeavors, and establishing family foundations or charitable trusts.
- Stay updated on changes in tax laws and regulations and ensure clients' compliance with relevant tax obligations.
- Bachelor's degree in law, accounting, finance, or related field.
- CPA certification required.
- 10+ years of experience in private client tax, with a sub-specialty and focus in trusts and estates taxation and planning.
The estimated annual salary for this role is $350,000-$450,000+, based on individual experience level.
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