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Senior Financial Planner

1 week ago

Summit, New Jersey, United States Affinity Executive Search Full time

**About the Role:**

Affinity Executive Search is seeking a Senior Financial Planner to lead tax compliance and planning for trusts, estates, and high-net-worth individuals. As a trusted advisor, you will provide strategic estate planning advice and manage client relationships.

**Key Accountabilities:**

  • Providing fiduciary, personal income, gift, and estate tax compliance and planning services.
  • Reviewing individual, fiduciary, estate, and gift tax returns.
  • Handling federal and state tax notices and audits.
  • Conducting tax research and developing tax-saving strategies.

**What We're Looking For:**

An experienced professional with a Bachelor's degree in Accounting and a CPA license, along with at least 10 years of experience in trust, estate, and gift tax matters, preferably in a public accounting firm.

**Why It's a Great Opportunity:**

This role offers the chance to build strong client relationships, direct exposure to senior leadership, and a clear path for career advancement.