Tax Director - Trust & Estate

About the role

We are working with a nationally recognized accounting, tax, and advisory firm that serves sophisticated high-net-worth individuals, families, fiduciaries, family offices, closely held businesses, and private clients. The firm is continuing to expand its Trust & Estate practice and is looking for an experienced Tax Director who can operate as both a senior technical resource and trusted advisor to clients. This is a highly visible leadership role for someone who understands complex estate, gift, fiduciary, and generation-skipping transfer tax matters and wants meaningful involvement in client strategy, team development, and the continued growth of the practice.

Responsibilities

• Serve as a senior tax advisor to high-net-worth individuals, families, trustees, executors, and fiduciaries
• Advise clients on sophisticated estate, gift, trust, and wealth-transfer strategies including GRATs, IDGTs, SLATs, charitable structures, and succession planning
• Oversee complex fiduciary, estate, and gift tax compliance including Forms 1041, 706, and 709
• Research and interpret federal, state, and local tax laws affecting trusts, estates, gifts, and wealth-transfer strategies
• Review complex tax returns, research memoranda, planning analyses, and client deliverables for technical accuracy
• Lead client relationships and communicate complex tax concepts to clients and outside advisors
• Identify planning opportunities and additional services for existing