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Tax Compliance Specialist
1 week ago
**Job Overview:**
A leading search firm, Affinity Executive Search, seeks a highly skilled Tax Compliance Specialist to lead tax compliance and planning for trusts, estates, and high-net-worth individuals. This role involves reviewing complex tax filings, providing strategic estate planning advice, and managing client relationships.
**Key Responsibilities:**
- Provide fiduciary, personal income, gift, and estate tax compliance and planning services.
- Review individual, fiduciary, estate, and gift tax returns.
- Oversee fiduciary accountings for estates and trusts.
- Handle federal and state tax notices and audits.
- Conduct tax research and develop tax-saving strategies.
- Review and analyze estate planning legal documents.
- Manage client relationships and oversee client accounts.
- Lead business development, including networking and writing industry-related articles.
- Supervise and mentor staff, managing workloads and performance.
**Qualifications:**
We are seeking an experienced professional with a Bachelor's degree in Accounting and a CPA license. A minimum of 10 years of experience in trust, estate, and gift tax matters is required, preferably in a public accounting firm.
**Why Choose Us:**
This role offers the chance to lead complex trust and estate tax matters for high-net-worth clients while building strong client relationships. Direct exposure to senior leadership, a clear path for career advancement, and the opportunity to contribute to business development in a supportive, collaborative environment make this a great opportunity for a dedicated professional.
