Tax Director – Trust, Estate & Gift

As a Tax Director – Trust, Estate & Gift (1041, 706, 709), you will manage and sign fiduciary, gift and estate tax returns as well as select individual income tax returns. You will prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications for the client. You will manage the development of seniors and managers. You will also maintain relationships with a diverse client base in various industries and assist firm leadership in identifying new opportunities and assist in obtaining new engagements.

Responsibilities

Manage a portfolio of fiduciary income tax returns, gift tax returns, estate tax returns, and select individual income tax returns; Sign a significant number of tax returns and proactively manage the client experience throughout the process; Demonstrate strong analytical skills and working knowledge of tax and workflow software; Manage engagement workflow, engagement team resources and engagement billing tax software; Research and analyze a wide range of tax issues and tax implications; Proactively provide wealth planning advice, and help clients make informed, strategic decisions relevant to their tax and estate planning needs; Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning; Provide leadership, counseling and career guidance for the development and motivation of the engagement team; Work as part of a coordinated client service approach, working with other practice units to provide industry knowledge and insight to clients in a variety of industries; Review engagement profitability and prepare and analyze monthly billing for assigned engagements; Manage internal engagement assignments to ensure suitable professionals are assigned and firm technology is being applied where appropriate; Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances; Identify areas for business development and cross servicing opportunities

Requirements

CPA, J.D., LL.M, or Masters in Taxation; Minimum of 10 years of public accounting experience providing tax planning services and/or preparing and reviewing client work papers and income tax returns; 1041, 709 and 1041 experience is required; Ability to foster client relationships; Strong leadership, training and mentoring skills; Excellent writing, communication and tax research skills; Desire to embrace and leverage technology

Nice to have

706 experience

Benefits

Competitive compensation; Insurance, including health, dental, and vision, that begin on day one; 20+ days of paid time off and 13 paid holidays; Flex Fridays and office closures for summer and winter breaks; Parental leave, family care leave, and volunteer time; 401(k) plans and profit sharing; CPA exam bonus, education assistance program, and pet insurance