Tax Director - Tandym

• 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
• Perform other duties as needed

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