Tax Director - Estate & Trusts

Overview

Role involves providing tax compliance and consulting services for Estate, Gift, and Trust clients.

Ideal candidate should have 15+ years of experience in tax and estate planning with a CPA or attorney license.

Locations

• United States

Requirements

• Licensed CPA or attorney
• 15+ years experience in tax and estate planning
• BS/BA in Accounting, JD, or LLM preferred
• Understanding of Estate, Trust and Gift planning
• Experience with Trust Administration
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Ability to manage multiple projects

Responsibilities

• Provide tax compliance and consulting services
• Develop innovative planning ideas
• Oversee complex tax research projects
• Work with clients to minimize tax obligations
• Supervise tax staff
• Establish relationships with estate attorneys
• Build and manage client relationships
• Manage financial performance of practice