Medium
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.