Senior Trust Tax Advisor

2 weeks ago


Parsippany, New Jersey, United States Sax LLP Full time

At Sax LLP, we pride ourselves on our commitment to transforming our clients' aspirations into tangible outcomes. As a progressive multi-disciplinary accounting, tax, and advisory firm, we cater to the needs of closely held enterprises, family-run businesses, non-profit organizations, governmental bodies, and affluent individuals. Our focus is on fostering an environment that promotes growth, stability, and career advancement within a culture that values teamwork and recognizes individual contributions. We provide all the resources necessary for a fulfilling career journey.

We are currently in search of a Senior Trust Tax Advisor with expertise in Trust & Estate matters to enhance our expanding practice.

KEY RESPONSIBILITIES:

  • Oversee the Trust and Estate division of the Firm.
  • Guide, mentor, and develop members of the Trust and Estate team.
  • Broaden the Estate Planning services both within the firm and in the marketplace.
  • Coordinate tax compliance and strategic planning across our multi-state operations.
  • Maintain a prominent presence in the Trust and Estate sector.
  • Foster existing client relationships while establishing new connections.
  • Advise clients on Trust and Estate issues and maintain strong client relationships.
  • Conduct comprehensive tax compliance, research, consulting, and planning for individuals, fiduciaries, non-profits (private foundations), and estate and gift taxes.
QUALIFICATIONS:
  • Bachelor's or Master's degree in Accounting or a related discipline is required.
  • JD; CPA or Law Degree is preferred.
  • A minimum of 10 years of experience in a public accounting firm, professional services firm, or law firm.
SKILLS AND KNOWLEDGE:
  • Extensive experience in delivering sophisticated gift and estate planning solutions to high-net-worth clients.
  • Proficient in handling estate tax, gift tax, and fiduciary tax returns.
  • Technical proficiency in relevant areas.
  • Ability to offer integrated, seamless services to clients.
  • Exceptional written and verbal communication skills.
Sax LLP is an equal opportunity employer and encourages candidates from diverse backgrounds to apply. We value diversity and inclusion in our workplace.
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