Tax Partner Private Client Group

Responsibilities

• Build and maintain strong, long-term relationships with clients, understanding their unique needs and goals.
• Develop and implement sophisticated tax, gift, and estate planning strategies to minimize tax implications and accomplish family goals.
• Advise clients on charitable giving, philanthropic endeavors, and establishing family foundations or charitable trusts.
• Advises clients on tax-efficient strategies to minimize estate, gift, and inheritance taxes.
• Stay updated on changes in tax laws and regulations and ensure clients' compliance with relevant tax obligations.
• Work with outside attorneys, assist clients in protecting their assets through various legal means, including the use of trusts, limited liability entities, and family partnerships.
• Collaborate with other legal professionals, financial advisors, and accountants to provide comprehensive wealth management solutions.

Qualifications

• Bachelor's degree in law, accounting, finance, or related field.
• CPA certification required.
• 10+ years of experience in private client tax, with a sub-specialty and focus in trusts and estates taxation and planning.
• Strong knowledge of federal and state tax laws related to trusts and estates.
• Excellent communication skills, both written and verbal, for effective client interactions.
• Exceptional analytical and problem-solving abilities.

Pay

Salary Range: $250,000 - $500,000 annually

Schedule

Full-time position