Tax Director

Title: Tax Director

Duration: Fulltime/Permanent Position

NOTE:

Only USCs or GCs can apply.

2 days/week : Hybrid

Locations: New York City NY; Harrison NY; Hauppauge NY; Middletown NY; Newburgh NY; Poughkeepsie NY

Woodcliff Lake NJ; Cranford NJ

Shelton CT; Wethersfield CT; Stamford CT

Woburn MA; Boston MA

Bethesda MD

Providence RI

Palm Beach Gardens FL

Description

• We are currently seeking a Tax Director to join our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services.

Essential Duties:

• Provide high level fiduciary personal income gift and estate tax compliance services as well as estate planning advisory services
• Review individual fiduciary estate and gift tax returns
• Review estate and trust fiduciary accountings
• Handle Federal and State tax notices and audits
• Research Federal State and International tax laws prepare tax memorandums on technical topics and develop tax savings strategies
• Manage all aspects of client accounts and foster client relationships
• Review and analyze estate planning related legal documents
• Business development including networking public speaking and authoring Trust and Estate related articles
• Manage other members of the group including monitoring their workload and training and assisting them

Qualifications:

• BA/BS degree in accounting required; MST preferred
• Active CPA license or EA certification required
• Minimum 10 years experience working with trust estate and gift matters
• Public accounting firm experience required
• Extensive experience in Tax Advisory and Estate/Trust planning and compliance
• Ability to establish and maintain good client relationships
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications required
• Experience with reviewing fiduciary gift and estate tax returns
• Preferred experience with Axcess Tax GEMS Intelliconnect RIA Checkpoint and BNA
• Experience with research software and memo writing required
• Ability to work additional hours to meet client deliverables may be required
• Travel to local client locations and other of our office locations may be required