Tax Director Trust & Estate

Tax Director – Trust & Estate | CPA

Location: New York, NY or Woodcliff, NJ or Miami, FL
Work Model: Hybrid – Minimum 3 days in office
Experience: 10+ years
Job Type: Full-Time

Position Overview

We are seeking an experienced Tax Director – Trust & Estate to advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate tax matters.

This role will provide senior-level technical tax leadership across estate, gift, trust, and wealth transfer planning while also contributing to client relationships, practice development, and team growth.

Key Responsibilities

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

  
  


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

  
  


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

  
  


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

  
  


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  Develop and maintain strong relationships with high-net-worth clients and families.

  
  


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  Participate in proposals, client presentations, and business development activities.

  
  


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  Identify opportunities to grow the Trust & Estate tax practice.

  
  


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  Lead, mentor, and develop tax staff and managers.

  
  


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  Provide technical guidance, review, and oversight to the team.

  
  


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  Manage multiple client engagements and priorities while maintaining high-quality service.

  
  


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  Stay current on changes in tax legislation, regulations, and Trust & Estate practices.

  
  

Required Qualifications

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  10+ years of public accounting experience with significant Trust & Estate taxation experience.

  
  


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  Active CPA or EA is mandatory; CPA strongly preferred.

  
  


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  Bachelor's degree in Accounting or a related field.

  
  


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  Deep knowledge of:

  
  
  
  
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    Fiduciary income taxation

    
    
  
  
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    Estate taxation

    
    
  
  
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    Gift taxation

    
    
  
  
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    Generation-skipping transfer (GST) taxation

    
    
  
  
  
  


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

  
  


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

  
  


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  Demonstrated leadership and team development experience.

  
  


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  Excellent client communication and relationship-building skills.

  
  


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  Ability to contribute to business development and practice growth.

  
  


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  Proficiency with Microsoft Office and tax research platforms.

  
  

Preferred Qualifications

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  MST, JD, or LLM in Taxation.

  
  


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  ProSystem fx experience.

  
  


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  Experience leading or growing a Trust & Estate tax practice.

  
  


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  Strong business development and client presentation experience.