What are the responsibilities and job description for the Tax Partner, Trust and Estates position at Creative Financial Staffing?
Our client is a multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. They are dedicated to providing an environment that offers growth, stability and advancement opportunities. About the firm :
A leading accounting firm specializing in tax and advisory services
Collaborative and growth-oriented environment
Diverse client base, ranging from individuals to large corporations
Opportunity to provide comprehensive tax solutions
Commitment to work-life balance
Responsibilities of the Tax Partner would include :
Be a leader within the Private Client Service / Estate and Trust practice of the Firm
Develop, supervise and mentor members of the Private Client Service / Estate and Trust team
Coordinating tax compliance and planning responsibilities for our multistate environment
Maintaining visibility in the Estate and Trust community
Maintaining existing business relationships and cultivating new ones
Maintaining relationships with and advise clients in Estate and Trust matters
Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax
Requirements :
Bachelor's or Master's degree in Accounting or related field required; CPA or EA, preferably
Minimum 7 to 10 years of experience with a public accounting and / or professional services firm or law firm
Significant experience providing complex gift and estate planning strategies to high net worth clients
Significant experience in working with estate tax, gift tax and fiduciary tax returns;
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