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Our partner is an esteemed law firm known for its comprehensive legal services and national reach. With a team of nearly 200 skilled attorneys and a network of seven offices nationwide, they have built a reputation for delivering top-tier legal solutions to their valued clientele.
They are currently seeking a seasoned professional to join their team as a Director of Estate Planning Tax Services. In this pivotal role, you will engage in a multifaceted approach towards estate and gift tax strategies, working alongside a dedicated team of professionals in providing expert advice and strategic planning services to a diverse clientele.
This Role Offers :
- Competitive compensation package inclusive of salary, incentives, and a comprehensive benefits plan.
- Dynamic work environment that harmoniously blends traditional principles with innovative financial and legal solutions.
- Supportive team and work culture, prioritizing professional growth and mentorship.
- Recognition and value for your specialized expertise, playing a pivotal role in both client satisfaction and the firm’s success.
- Opportunity to significantly impact client lives by delivering strategic and expert advice.
Focus :
- Engage collaboratively with clients and attorneys, crafting meticulous and strategic estate and gift tax strategies.
- Ensure accurate and compliant preparation and review of complex estate, gift, and fiduciary income tax returns.
- Conduct thorough tax research, identifying potential tax-saving opportunities and risk mitigation strategies.
- Advise clients on tax implications related to wealth transfer and succession planning, ensuring strategies are grounded in the latest laws and regulations.
- Maintain robust client relationships, ensuring clear communication of complex tax concepts and strategies.
- Navigate through intricate financial information, evaluating and optimizing clients’ financial positions and strategies in light of current tax laws.
- Work in tandem with various legal and financial teams, providing expert tax advice and ensuring a coordinated approach to client service.
Skill Set
- Certified Public Accountant (CPA) accreditation required.
- 5+ years of experience in estate and gift tax planning, preferably within a legal or CPA firm setting.
- Demonstrated knowledge of estate, gift, and fiduciary income tax laws and regulations.
- Proven experience with 706, 709, and 1041 tax preparation.
- Competency in utilizing tax research software and MS Excel.
- Strong analytical skills, with the ability to identify and navigate through potential tax issues.
- Exceptional attention to detail, ensuring accuracy and regulatory compliance in all undertakings.
- Superb communication skills, facilitating effective interactions with clients and team members alike.
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