Senior Trust and Estate Tax Professional
1 week ago
We are seeking an experienced tax professional with a strong technical background, leadership capabilities, and the ability to manage complex client relationships.
About the RoleThis role requires expertise in trust and estate tax compliance, planning, and consulting, and will play a key role in supporting our high-net-worth clients. The ideal candidate will have experience in public accounting, wealth management, or a specialized tax advisory firm.
Key Responsibilities- Trust and Estate Tax Compliance: Prepare and review complex trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with current regulations.
- Tax Planning and Advisory: Collaborate with clients to develop and implement strategic tax planning solutions for trusts, estates, and high-net-worth individuals.
- Client Management: Build and maintain strong relationships with clients, providing proactive guidance on tax strategies, compliance matters, and legislative changes.
- Research and Analysis: Stay current on federal, state, and local tax laws, performing in-depth research on complex tax issues and presenting findings in clear, actionable ways.
- Team Leadership: Supervise, mentor, and develop junior team members, providing guidance and support to enhance their technical and professional skills.
- Education: Bachelor's degree in Accounting, Finance, or a related field (Master's in Taxation or related discipline preferred).
- Certification: CPA license is required.
- Experience: Minimum of 5 years of experience in tax, with a focus on trusts and estates.
$120,000 - $180,000 per year, depending on experience and qualifications.
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