Tax Partner, Trust and Estates Expert

4 weeks ago


Parsippany, New Jersey, United States Creative Financial Staffing Full time

Our client, a leading accounting firm, is seeking a highly skilled Tax Partner to lead their Private Client Service / Estate and Trust practice. The ideal candidate will have a strong background in tax compliance and planning, with a focus on estate and trust tax services.

About the Role:

  • Lead a team of tax professionals in providing comprehensive tax solutions to high-net-worth individuals and families.
  • Develop and implement tax strategies to minimize clients' tax liabilities and maximize their wealth.
  • Collaborate with cross-functional teams to deliver exceptional client service and drive business growth.

Requirements:

  • Minimum 7 to 10 years of experience in public accounting and/or professional services firm or law firm.
  • Significant experience providing complex gift and estate planning strategies to high-net-worth clients.
  • Strong leadership and communication skills, with the ability to mentor and develop team members.

What We Offer:

  • A collaborative and growth-oriented environment.
  • A diverse client base, ranging from individuals to large corporations.
  • Opportunities for professional development and advancement.


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