Tax Partner, Trust and Estates 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;