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Tax Director / Partner - Trusts & Estates
The Tandym Group New York, NY
$183k-232k (estimate)
Full Time 6 Months Ago
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The Tandym Group is Hiring a Tax Director / Partner - Trusts & Estates Near New York, NY

A public accounting firm located in New York City is actively seeking a self-motivated and collaborative professional to join their staff as a Tax Director / Partner. In this role, the Tax Director / Partner will provide support to the firm's Trusts & Estates function.
Responsibilities
The Tax Director / Partner will:
  • Review tax returns to ensure these are sufficiently complete and accurate before presenting to Partners for theoretical top review
  • Ensure Partners have adequate time to review work prior to due dates
  • Resolve all preparers’ open points and your review comments
  • Explain all return diagnostics
  • Identify tax planning opportunities and discuss with Partner
  • Obtain client information
  • Recognize and resolve issues to ensure year-end work is sufficiently complete and accurate to present to Partner for top review
Qualifications
  • Undergraduate degree
  • 6 years of related experience
  • Expertise in HNW Tax, including solid skills in Trusts, Estates and Gift taxes servicing privately held businesses and entrepreneurs, as well as high net worth clients
  • Ability to review complex and detailed client work in preparation of Partner review
  • Excellent communication skills
  • Proven leadership capabilities

Job Summary

JOB TYPE

Full Time

SALARY

$183k-232k (estimate)

POST DATE

01/11/2024

EXPIRATION DATE

07/10/2024

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