Tax Director – Trust & Estate

Tasks

• Advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate tax matters.
• Develop estate, gift, trust, wealth transfer, succession, and charitable tax planning strategies.
• Review complex fiduciary income, estate, and gift tax returns to ensure accuracy and compliance.
• Research and advise on federal, state, and local tax matters affecting trusts and estates.
• Lead practice development initiatives and identify new business opportunities.
• Build strong client relationships and participate in client presentations and proposals.
• Mentor and develop tax professionals while providing technical guidance and leadership.

Requirements

• 10+ years of public accounting experience, with a strong focus on Trust & Estate taxation.
• Active CPA or EA credential required.
• Bachelors degree in Accounting or a related field.
• Strong knowledge of fiduciary income, estate, gift, and generation-skipping transfer taxation.
• Proven experience advising high-net-worth individuals, families, trusts, and estates.
• Excellent leadership, communication, client advisory, and business development skills.
• Proficiency in Microsoft Office and tax research platforms.
• ProSystem fx experience is a plus.
• Preferred: MST, JD, or LLM in Taxation.

Schedule

• Work Model: Hybrid (Minimum 3 days in-office per week)

How to apply

• Please share your updated resume or reach out directly.

Location

• New York, NY or Woodcliff Lake, NJ