What are the responsibilities and job description for the Trusts and Estates Tax Advisor position at Raya Workforce?
About the Role
The Trusts and Estates Tax Advisor will be responsible for providing comprehensive tax planning services to high-net-worth individuals, trusts, and estates. This role will involve preparing gift and estate tax returns and offering strategic advice to minimize estate and inheritance taxes. The ideal candidate will possess deep expertise in trust and estate tax law and have a strong understanding of the financial considerations that impact high-net-worth clients.
Key Responsibilities
- Provide tax planning and advisory services to high-net-worth individuals, families, trusts, and estates.
- Prepare and file gift and estate tax returns, ensuring compliance with current laws and regulations.
- Develop strategies to minimize estate, inheritance, and gift taxes for clients.
- Advise clients on wealth transfer techniques, including gifting strategies and charitable contributions.
- Analyze financial documents and collaborate with clients and their advisors to identify tax-saving opportunities.
- Stay up-to-date on changes in tax laws and regulations that affect trusts and estates.
- Provide guidance on the tax implications of estate planning, probate, and trust administration.
- Develop and maintain strong relationships with clients to build trust and offer long-term tax planning solutions.
Key Qualifications
