Tax Partner, Trust and Estates Specialist

3 days ago


Parsippany, New Jersey, United States Creative Financial Staffing Full time
About the Job and the Company:

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
Responsibilities of the Tax Partner:

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
Requirements:

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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