Tax Partner, Trust and Estates Specialist
3 days ago
Creative Financial Staffing is proud to partner with a renowned accounting firm specializing in tax and advisory services. This esteemed organization is committed to creating an environment that fosters development, constancy, and opportunities for progression.
About the Organization:
- A leading accounting firm with a strong focus on tax and advisory services
- A collaborative and forward-thinking atmosphere that encourages growth and innovation
- A diverse client portfolio, catering to individuals and large companies
- Opportunities to offer comprehensive tax resolutions and expert guidance
- A firm dedication to maintaining a healthy work-life balance
The successful candidate will take on a leadership role in the Private Client Service / Estate and Trust sector of the firm. Key responsibilities include:
- Leading a team of professionals in the Private Client Service / Estate and Trust unit
- Coordinating tax planning and compliance duties within a multi-jurisdictional setting
- Ensuring active involvement in the Estate and Trust community
- Sustaining existing business connections and cultivating new ones
- Providing guidance to clients on Estate and Trust affairs and managing those relations
- Carrying out thorough tax planning, research, compliance, and consultation for individual, fiduciary, private foundation, gift, and estate tax aspects
The ideal candidate will possess:
- A Bachelor's or Master's degree in Accounting or a related field
- At least 7 to 10 years of hands-on experience in a public accounting firm, professional services organization, or law practice
- Extensive background in delivering intricate gift and estate planning solutions to affluent clients
- Profound expertise in handling estate tax, gift tax, and fiduciary tax filings
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