Tax Director- Trust & Estate

Tax Director – Trust & Estate

Location: New York, NY or Woodcliff, NJ | Hybrid

Responsibilities

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  Advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate matters.

  
  


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  Provide estate, gift, trust, and wealth transfer planning, including succession and charitable strategies.

  
  


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  Review complex fiduciary, estate, and gift tax returns and ensure technical accuracy and compliance.

  
  


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  Research and advise on federal, state, and local tax issues impacting trusts and estates.

  
  


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  Lead and develop the Trust & Estate practice, including identifying business development and growth opportunities.

  
  


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  Build and maintain strong client relationships and participate in proposals and client presentations.

  
  


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  Mentor and develop staff and managers while providing technical guidance and oversight.

  
  

Experience & Skills

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  10+ years of public accounting experience with a strong focus on Trust & Estate taxation.

  
  


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  Active CPA or EA required; MST, JD, or LLM in Taxation a plus.

  
  


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  Deep knowledge of fiduciary income, estate, gift, and generation-skipping transfer taxation.

  
  


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  Experience advising high-net-worth individuals, families, trusts, and estates.

  
  


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  Strong technical research, tax planning, and problem-solving skills.

  
  


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  Proven leadership and team development experience.

  
  


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  Excellent communication, relationship-building, and client advisory skills.

  
  


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  Ability to manage multiple priorities and contribute to practice growth.

  
  


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  Bachelor's degree in Accounting or related field required.

  
  


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  Proficiency with Microsoft Office and tax research platforms; ProSystem fx experience a plus.

  
  


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  Ability to work in-office at least 3 days per week. Tax Director- Trust & Estate