Medium
Tax Director - Trusts and Estate (Remote)
Medium, Philadelphia, Pennsylvania, United States, 19700
Salary: $180,000 - 210,000/year - bonus, equity, benefits.
The
Tax Director – Trusts & Estates
will lead our firm’s fiduciary and estate tax practice, overseeing the delivery of complex tax compliance and planning engagements for trusts, estates, and high-net-worth individuals. This leader will serve as a key technical resource, mentor team members, and work directly with clients, attorneys, and financial advisors to provide strategic estate and wealth transfer planning solutions. Responsibilities
Oversee the preparation and review of
fiduciary (Form 1041) ,
estate (Form 706) ,
gift (Form 709) , and related individual income tax returns. Provide
strategic estate, gift, and trust tax planning , including wealth transfer, charitable giving, and generational planning. Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies. Manage client relationships, ensuring exceptional service, timely communication, and proactive tax insights. Supervise and mentor staff and managers, fostering professional growth and technical development. Monitor legislative and regulatory changes affecting trusts and estates; advise clients and firm leadership accordingly. Contribute to business development by expanding existing client relationships and assisting with new client proposals. Maintain a high level of technical proficiency and contribute to the firm’s thought leadership in the trust and estate space. Requirements
CPA license required 10+ years
of progressive experience in public accounting or a trust/wealth management environment, with a strong focus on trust and estate taxation. Proven experience managing complex client engagements and multiple priorities in a fast-paced professional services environment. Strong leadership, mentoring, and team development skills. Excellent communication skills, with the ability to explain complex tax concepts clearly to clients and staff. Commitment to maintaining the highest standards of ethics, professionalism, and client confidentiality.
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Tax Director – Trusts & Estates
will lead our firm’s fiduciary and estate tax practice, overseeing the delivery of complex tax compliance and planning engagements for trusts, estates, and high-net-worth individuals. This leader will serve as a key technical resource, mentor team members, and work directly with clients, attorneys, and financial advisors to provide strategic estate and wealth transfer planning solutions. Responsibilities
Oversee the preparation and review of
fiduciary (Form 1041) ,
estate (Form 706) ,
gift (Form 709) , and related individual income tax returns. Provide
strategic estate, gift, and trust tax planning , including wealth transfer, charitable giving, and generational planning. Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies. Manage client relationships, ensuring exceptional service, timely communication, and proactive tax insights. Supervise and mentor staff and managers, fostering professional growth and technical development. Monitor legislative and regulatory changes affecting trusts and estates; advise clients and firm leadership accordingly. Contribute to business development by expanding existing client relationships and assisting with new client proposals. Maintain a high level of technical proficiency and contribute to the firm’s thought leadership in the trust and estate space. Requirements
CPA license required 10+ years
of progressive experience in public accounting or a trust/wealth management environment, with a strong focus on trust and estate taxation. Proven experience managing complex client engagements and multiple priorities in a fast-paced professional services environment. Strong leadership, mentoring, and team development skills. Excellent communication skills, with the ability to explain complex tax concepts clearly to clients and staff. Commitment to maintaining the highest standards of ethics, professionalism, and client confidentiality.
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