Tax Director – Trust & Estate

Umanist NA · Woodcliff Lake, NJ · 2 days ago

On-siteAccountingFull-time

About the role

Location: New York, NY or Woodcliff, NJ or Miami, FL. Work Model: Hybrid – Minimum 3 days in office. Experience: 10+ years. Job Type: Full-Time.

We are seeking an experienced Tax Director – Trust & Estate to advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate tax matters. This role will provide senior-level technical tax leadership across estate, gift, trust, and wealth transfer planning while also contributing to client relationships, practice development, and team growth.

Responsibilities

Advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate tax matters.
Provide estate, gift, trust, and wealth transfer planning, including succession and charitable planning strategies.
Review complex fiduciary, estate, and gift tax returns for technical accuracy and compliance.
Research and advise on federal, state, and local tax issues affecting trusts and estates.
Develop and maintain strong relationships with high-net-worth clients and families.
Participate in proposals, client presentations, and business development activities.
Identify opportunities to grow the Trust & Estate tax practice.
Lead, mentor, and develop tax staff and managers.
Provide technical guidance, review, and oversight to the team.
Manage multiple client engagements and priorities while maintaining high-quality service.
Stay current on changes in tax legislation, regulations, and Trust & Estate practices.

Required Qualifications

10+ years of public accounting experience with significant Trust & Estate taxation experience.
Active CPA or EA is mandatory; CPA strongly preferred.
Bachelor's degree in Accounting or a related field.
Deep knowledge of: Fiduciary income taxation, Estate taxation, Gift taxation, Generation-skipping transfer (GST) taxation.
Proven experience advising high-net-worth individuals, families, trusts, and estates.
Strong tax research, planning, and technical problem-solving skills.
Demonstrated leadership and team development experience.
Excellent client communication and relationship-building skills.
Ability to contribute to business development and practice growth.
Proficiency with Microsoft Office and tax research platforms.

Preferred Qualifications

MST, JD, or LLM in Taxation.
ProSystem fx experience.
Experience leading or growing a Trust & Estate tax practice.
Strong business development and client presentation experience.

Skills