Director - Trusts & Estates (52193)

Responsibilities

• Supervise complex estate and high net worth consulting engagements.
• Analyze the tax and practical implications of estate plans and trust documents.
• Provide effective consulting and planning for high-net-worth individuals.
• Supervise complex estate and trust administration.
• QC of complex gift and estate tax returns.
• Perform tax research to resolve trust and estate issues.
• Maintain knowledge of new tax issues and general business trends that affect clients.
• Prepare thought leadership ready for external and internal circulation.
• Assist with development and refinement of practice and procedures for Trust & Estate Practice.
• Assist with learning and development as a course developer and presenter.

Qualifications

• 10+ years of public accounting experience in the areas of estate tax, fiduciary income tax, estate planning, and trust administration.
• CPA license or JD required.
• A high level of technical tax expertise, tax research skills and experience reviewing complex estate and gift tax returns.
• Possess a general understanding of entity taxation including partnerships and S-corporations.
• Review of fiduciary accountings a plus.
• Experience with international estate planning and foreign trusts a plus.
• IRS audit experience a plus.
• Excellent written and verbal communication skills.
• Ability to work as part of a team, acting as a mentor for junior staff and managing projects effectively across offices.
• Energetic with a team-oriented mindset.