Responsibilities
The Tax Director will :
- Conduct post-mortem planning, including use of disclaimers, redemption of shares of closely-held businesses, and allocation of generation-skipping transfer tax exemption
- Work with Attorneys, Executors and Beneficiaries to minimize estate tax and income tax
- Develop and design of estate plans to reduce estate and / or gift tax and maximize family wealth
- Develop family gift giving programs and preparation of applicable federal and state gift tax returns
- Create and implement business succession plans
- Design and implement charitable giving strategies to minimize estate, gift and income tax
- Plan for Individual Retirement Account (IRA) and qualified plan distributions to maximize family wealth and minimize taxes
- Assist clients in identifying long-term care needs and implementing solutions
- Review judicial and non-judicial fiduciary accountings for trusts and estates
- Review federal estate tax returns and applicable state inheritance / estate tax returns
- Review Federal and State gift tax returns
- Review Federal and State fiduciary income tax returns including income tax planning to minimize taxes.
- Review Federal and State Charitable Trust Information returns
Qualifications :
- 10+ years of Tax-related experience and / or in a similar role
- Bachelor's Degree in Accounting, Finance, and / or Taxation
- Prior experience managing engagements and clients
- Microsoft Excel proficient
- Ability to work independently, but also work well with others
Desired Skills :
- 5+ years of experience in a Supervisory role
- Master's Degree in Taxation
- Ability to review individual tax returns
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