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;