2 дня назад
Tax Manager or Director - Gift, Estate and Trust (Private Client Tax)
114 800 - 174 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager or Director - Gift, Estate and Trust (Private Client Tax): Delivering gift, estate, and trust tax planning, consulting, and compliance services for high-net-worth clients with an accent on estate-tax minimization, business succession, asset protection, and complex individual tax returns. Focus on leading local tax professionals, strengthening client relationships, collaborating with wealth advisory specialists, and developing new business opportunities.
hirify.globalss="company-description">Company
is a national professional services firm focused on tax, accounting, wealth advisory, and client business services.
hirify.globalss="what-you-will-do">What you will do
- Serve as a gift, estate, and trust tax expert within the Private Client Tax team.
- Deliver tax planning and consulting services for high-net-worth clients.
- Develop strategies for minimizing estate taxes, business succession, and asset protection.
- Review trust, estate, gift, and high-net-worth individual income tax returns.
- Collaborate with the wealth advisory practice and other client-serving professionals.
- Lead and develop the local team while strengthening client relationships and identifying business development opportunities.
hirify.globalss="requirements">Requirements
- Bachelor’s degree required; Accounting, Finance, or a related field strongly preferred.
- At least 6 years of experience in professional accounting, finance, or a related field.
- Experience with gift, estate, and trust tax planning and compliance, including high-net-worth clients, strongly preferred.
- CPA required; EA or JD may be accepted instead of CPA certification.
hirify.globalss="culture-benefits">Culture & Benefits
- Director and Manager career paths provide different options for client service, business development, and career progression.
- Entrepreneurial environment with flexibility, autonomy, and support for creating opportunities.
- Clear path toward tax leadership and potential principal-level advancement.
- Benefits include health, dental, vision, 401(k), and comprehensive wellness support.
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