Tax Director – Trust & Estate

About the role

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.

Requirements

• 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.

Qualifications

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

Skills

tax, leadership, research, trusts, business development, office, fiduciary, skills, tax research