Tax Director

4 weeks ago


New York, New York, United States Tandym Group Full time

A leading public accounting firm in New York City seeks a highly skilled Tax Director to support their Trusts & Estates function.

Key Responsibilities:
  • Review tax returns for completeness and accuracy before presenting to Partners for review
  • Ensure Partners have sufficient time to review work prior to due dates
  • Resolve open points and review comments
  • Explain return diagnostics and identify tax planning opportunities
  • Obtain client information and recognize issues to ensure year-end work is complete and accurate
Requirements:
  • Undergraduate degree
  • 6+ years of related experience
  • Expertise in HNW Tax, including Trusts, Estates, and Gift taxes
  • Ability to review complex client work and excellent communication skills
  • Proven leadership capabilities

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