Tax Director, Trusts & Estates

• Lead and review high-level individual, fiduciary, estate, and gift tax returns
• Lead and review exempt organization filings for family foundations and related charities, including Forms 990, 990-PF, and 990-T, and oversee compliance calendars and state charitable registrations
• Ensure compliance with multi-state probate, inheritance, estate, and individual income tax statutes and regulations, coordinating filings and requirements across jurisdictions
• Oversee preparation of estate, trust, and guardianship fiduciary accountings to ensure transparency and accountability in estate and asset management
• Research federal and state tax laws by situs, prepare technical tax memorandums, and develop innovative tax strategies tailored to the unique needs of clients
• Provide ongoing consulting and scenario modeling, including multi-year income, estate, gift, generation-skipping transfer, and fiduciary tax projections, estimated tax planning, and distribution strategies for individuals, trusts, estates, and private foundations.
• Review and analyze estate planning-related legal documents, ensuring that all strategies align with the clients’ goals and legal requirements
• Manage multiple client engagements (and all aspects of client accounts), fostering trusted, long-term relationships
• Mentor and coach team members, providing timely, constructive feedback and leadership
• Participate in business development through networking, speaking engagements, and publishing thought leadership articles

• Bachelor’s degree in Accounting, Finance, or Economics or equivalent experience
• Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred
• JD or LLM credentials will be considered and are welcomed

• At least 8-10 years of recent estate, gift, and trust tax experience with a law firm, an accounting firm, IRS/Treasury, and/or bank or corporation
• 990 experience preferred
• Maintains in-depth knowledge of federal and state estate, gift, and trust tax regulations and statutes, including how situs impacts planning, compliance, and administration across jurisdictions
• Ability to navigate complex estate planning scenarios
• Knowledge of accounting and tax software
• Highly motivated with the desire to grow and develop this practice area
• Passion for helping clients with estate planning, compliance, and wealth transfer needs
• Interest in building collaborative relationships, striving to find the best possible solutions
• Ability to travel, as needed for client engagements (mostly local)
• Willingness to participate in business development activities (guidance and training will be provided)
• Legally authorized to work in the United States without the need for employer sponsorship

• Careers aren’t one-size-fits-all. We’ll partner with you to shape a path that fits your strengths and interests. When you’re engaged, you do your best work—and what’s best for you is best for us.
• The firm has been growing every year since our founding, offering stability and ongoing (personalized) growth opportunities for our team members.
• Initiative is rewarded! If you have a new project idea that you believe would benefit the firm, we want to hear it.
• We take our bonding opportunities very seriously – from happy hours to firm-sponsored vacations to enviable locations, like beachfront Jamaican resorts and all-inclusive Cancun properties. It’s these deep connections among our team members that create unparalleled bonds and team spirit, both in the office, and outside of it, ensuring we can collaborate effectively to create amazing results for our clients.
• Our firm is team-first, which means that you can rely on your teammates (at all levels) for support in solving problems, learning new skills, and meeting deadlines. You don’t need to worry about outperforming the person across the hall. When you win, we all win.
• We love to learn and to share that knowledge – with each other and our clients. Asking and answering questions is encouraged.
• We know the importance of investing in our people – our firm supports your professional development through in-house leadership training, professional conferences, and firm reimbursements for professional organizational dues.
• We want excellence – and we’ll help each other achieve it. We don’t just churn out work; we make sure the work we complete is done correctly, following a best practice approach.

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