Master Tax Strategist

7 days ago


Birmingham, Alabama, United States Spark Talent Inc Full time
About the Role

We are seeking a highly skilled estate planning tax expert to join our team as a Director of Estate Tax Services.

Responsibilities
  1. Tax Planning: Collaborate with clients and attorneys to formulate estate and gift tax strategies, ensuring compliance with regulations and guidelines.
  2. Tax Return Preparation: Prepare and review complex estate, gift, and fiduciary income tax returns, leveraging expertise in tax research and analysis.
  3. Client Support: Provide expert counsel on estate and gift tax matters, advising clients on the tax implications associated with wealth transfer and succession planning.
  4. Team Collaboration: Work closely with attorneys and colleagues to identify potential tax-saving opportunities and mitigate risks.
Requirements
  1. CPA Accreditation: Must hold CPA accreditation.
  2. Experience: At least 5 years of experience in estate and gift tax planning, preferably in a law firm or CPA firm setting.
  3. Tax Knowledge: In-depth knowledge of estate, gift, and fiduciary income tax laws.
  4. Technical Skills: Proficiency in tax research software and strong analytical and problem-solving abilities.
  5. Communication: Excellent communication and interpersonal skills, allowing for effective interaction with clients and colleagues.
About Spark Talent Inc

Spark Talent Inc is a Michigan-headquartered recruiting and staffing company, connecting great talent with great employers. We pride ourselves in team development, creating career opportunities, and understanding each client's business before placement.


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