Tax Sr Mgr/Director - Succession Plan Position

About the role

The role is responsible for delivering strategic tax planning, compliance, and advisory services to individuals, partnerships, corporations, trusts and estates.

Responsibilities

• Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks.
• Deep technical skills around individual and trust tax law.
• Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year.
• Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters.
• Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service.
• Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources.
• Stay updated on evolving tax laws and industry trends impacting clients, ensuring compliance and proactive tax planning.
• Work closely with estate attorneys, investment advisors, and family office professionals to provide comprehensive wealth management solutions.

Requirements

• 10+ years of experience specializing in tax generalist compliance & tax advisory, with leadership experience.
• Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies.
• Strong business development skills with a track record of growing and managing a book of business.
• Exceptional client relationship management and communication skills.
• Fiduciary tax experience required.
• CPA or EA certification is ideal.
• No Book of Business is required but do require the ability to develop business.