Our client, is a top notch full service accounting and advisory firm. Our client is currently seeking a Tax Partner for their Trust and Estate Practice, which provides Estate Planning and Tax Compliance Services.

Responsibilities

• Provide high level personal income tax and estate tax compliance services as well as estate planning advisory services
• Review individual, fiduciary, estate and gift tax returns
• Oversee the review of estate and trust fiduciary accountings
• Research Federal and State tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
• Manage all aspects of client accounts and foster client relationships
• Review and analysis of estate planning related legal documents
• Business development including networking, public speaking and authoring Trust and Estate related articles

Qualifications

• An undergraduate or graduate degree in Accounting required
• CPA licensure is required
• Recent public accounting experience in a Partner role
• Extensive experience in Tax Advisory and Estate/Trust planning and compliance
• 8 years experience in working with high net-worth clients
• Ability to establish and maintain good client relationships
• Excellent oral and written communication skills
• Proficiency in Microsoft Office applications required
• Experience in tax preparation, fiduciary accounting and research software required

Job Type: Full-time

Pay: $300,000.00 - $400,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Tax experience: 10 years (Preferred)

License/Certification:

• CPA (Preferred)

Work Location: In person