Experience:

Director Salary:

$100,000 - $150,000 per year Job Details - Serve as a trusted advisor to high-net-worth individuals, families, trustees, executors, and family offices. Lead complex Trust & Estate tax compliance and consulting engagements.

Provide advanced planning strategies involving:

Estate Tax Planning Gift Tax Planning Wealth Transfer Strategies GRATs IDGTs SLATs Charitable Planning Business Succession Planning Advise clients on fiduciary income tax matters and compliance requirements.

Review complex tax returns including:

Form 1041 Form 706 Form 709 Related fiduciary and estate tax filings Interpret and apply federal, state, and local trust and estate tax laws. Identify planning opportunities and proactively advise clients on tax-saving strategies. Lead and expand the Trust & Estate practice through business development initiatives. Participate in proposal development, networking, client presentations, and relationship building. Collaborate with partners and other service lines to drive cross-selling opportunities. Monitor legislative and regulatory developments impacting trusts and estates. Mentor, coach, and develop managers and staff. Oversee engagement planning, staffing, budgets, and project delivery. Promote best practices and technical excellence across the practice. Collaborate with attorneys, wealth advisors, family offices, and internal tax professionals to deliver integrated client solutions.

A bit about us:

- A leading accounting, tax, and advisory organization serving high-net-worth individuals, families, fiduciaries, family offices, and closely held businesses. The firm is known for delivering sophisticated tax solutions, fostering strong client relationships, investing in employee development, and maintaining a collaborative culture focused on excellence and innovation. Why join us? - Competitive compensation package with discretionary performance bonus Hybrid work schedule with flexibility and collaboration Medical, dental, and vision insurance 401(k) plan and profit-sharing program Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) Basic Life, AD&D, and voluntary life insurance Inclusive parental leave benefits Generous PTO and paid firm holidays Employee wellness and assistance programs Professional development, training, and certification support Recognition and rewards programs Community involvement and volunteer opportunities Opportunity to help lead and grow a highly specialized Trust & Estate practice #accounting-finance #estate-planning #gift-tax #high-net-worth-clients #trust-and-estate-tax #fiduciary-tax #wealth-transfer-planning #tier2