Tax Director - Trust & Estates

Our reputable firm is in search of an exceptional Tax Director with expertise in Trusts and Estates. This is a permanent position, offering a unique opportunity to handle complex tax issues and lead a team of dedicated professionals.

The successful candidate will possess a deep understanding of individual taxes, trust, gift, and estate taxes, and bring a wealth of experience in the industry. This role is perfect for a proactive, detail-oriented individual who thrives in a fast-paced, dynamic environment.

Compensation: 175-250K + Sign on Bonus + Annual Bonus + so much more!

• Extremely Competitive Benefits Package
• 5-15% year over year raises
• 5+ weeks PTO

Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution

Responsibilities:

1. Oversee the preparation and review of tax returns for individuals, trusts, and estates, including forms 1040 and 1041.
2. Provide comprehensive tax planning strategies to clients, focusing on trust and estate planning.
3. Lead and mentor a team of tax professionals, fostering a culture of continuous learning and improvement.
4. Maintain and update knowledge of current tax laws and regulations, ensuring the company and clients remain compliant.
5. Collaborate with internal and external stakeholders to deliver high-quality tax advisory services.
6. Manage client relationships, ensuring a high level of satisfaction and retention.
7. Identify opportunities to minimize tax liabilities and maximize client wealth through strategic planning.

Qualifications:

1. Certified Public Accountant (CPA) certification is required.
2. A minimum of 5 years of experience in a tax role with a focus on trusts and estates.
3. In-depth knowledge of forms 1040 and 1041, individual taxes, trust, gift, and estate taxes.
4. Proven track record of managing and leading a team.
5. Excellent interpersonal and communication skills, with the ability to explain complex tax concepts to clients and team members.
6. Strong analytical skills and attention to detail.
7. Demonstrated ability to manage multiple projects simultaneously and meet deadlines.
8. Proficiency in tax software and Microsoft Office Suite.
9. Experience in a client-facing role, with excellent customer service skills.
10. Commitment to continuous learning and staying updated on changes in tax laws and regulations.

Join our team and take the next step in your tax career. We offer a competitive salary, excellent benefits, and opportunities for professional growth. If you are a seasoned tax professional with a passion for trusts and estates, we would love to hear from you.