Estate and Trust Advisor

4 days ago


Reno, Nevada, United States Navolio & Tallman LLP Full time
Job Overview

We are seeking a seasoned Taxation Expert to join our Estate, Gift & Trust team at Navolio & Tallman LLP. As a key member of our team, you will provide expert tax advice to high-net-worth clients on trust and estate taxation, wealth transfer planning, and philanthropic planning. Your expertise will help us deliver sophisticated planning solutions to our discerning clientele.

About the Role

This is an exciting opportunity for a highly skilled professional to take on a leadership role within our firm. As a Taxation Expert, you will be responsible for providing expert tax advice to clients, reviewing and overseeing the preparation of tax returns for trusts, estates, and gifts, and mentoring staff in professional development areas. You will also have opportunities to work with concepts and ideas, as well as technical tasks such as investigation, analysis, and problem-solving.

Requirements

To be successful in this role, you will need to have a strong background in accounting, tax, or law, with at least 5 years of experience in gift, estate, and trust planning and compliance. You should also possess leadership, problem-solving, and strong verbal and written communication skills. In addition, you will need to be able to enhance your knowledge and skills in our firm's industries of focus by attending training courses and seeking out opportunities for improvement and learning.

Salary and Benefits

The estimated annual salary for this position is $140,000 - $170,000, depending on experience. We offer a hybrid-working model, state-of-the-art technology, and firm events that foster personal connections with coworkers and promote collaboration in the workplace. Our firm values professionalism, technical excellence, and commitment to the highest industry standards, and we strive to cultivate an engaging environment that exemplifies these values.

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