Tax Director - Trusts & Estates at Jobot
Horsham, PA 19044
About the Job
Growing Philadelphia Area Firm // Seeks Tax Director for Trusts & Estates Practice // Up to $225k base DOE
This Jobot Job is hosted by: Ruby Voight
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $175,000 - $225,000 per year
A bit about us:
We are a growing Tax Consultancy firm located in the Greater Philadelphia area and we are seeking your candidacy for our Tax Director role within our Trusts & Estates practice!
Offering a hybrid work schedule, our culture will set us apart from our competitors as we continue our impressive growth. If you're considering a change and would be open to confidential conversation to learn more about this opportunity, please apply within!
Why join us?
Job Details
The Trust & Estates Tax Director is responsible for providing tax planning and compliance services to high-net-worth individuals, families, and their related entities. The individual will be responsible for managing a team of tax professionals, while ensuring the highest quality of service is delivered to clients. The Director will be responsible for advising clients on the tax implications of their estate planning strategies, ensuring compliance with tax laws, and optimizing tax-efficient solutions to minimize tax liabilities.
Duties and Responsibilities:
Requirements:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Ruby Voight
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $175,000 - $225,000 per year
A bit about us:
We are a growing Tax Consultancy firm located in the Greater Philadelphia area and we are seeking your candidacy for our Tax Director role within our Trusts & Estates practice!
Offering a hybrid work schedule, our culture will set us apart from our competitors as we continue our impressive growth. If you're considering a change and would be open to confidential conversation to learn more about this opportunity, please apply within!
Why join us?
- Hybrid/remote work schedule!
- Ability to manage, train, and mentor internal team members!
- Above market compensation to attract and retain top talent!
- Path to Partnership!
Job Details
The Trust & Estates Tax Director is responsible for providing tax planning and compliance services to high-net-worth individuals, families, and their related entities. The individual will be responsible for managing a team of tax professionals, while ensuring the highest quality of service is delivered to clients. The Director will be responsible for advising clients on the tax implications of their estate planning strategies, ensuring compliance with tax laws, and optimizing tax-efficient solutions to minimize tax liabilities.
Duties and Responsibilities:
- Manage a team of tax professionals, including hiring, training, and mentoring.
- Plan and execute tax planning and compliance engagements for high-net-worth individuals, families, and their related entities.
- Develop and maintain relationships with clients, including identifying new opportunities for tax services.
- Analyze complex tax issues and provide strategic advice to clients on estate planning and tax-efficient solutions.
- Review tax returns, estimates, and extensions for accuracy and completeness.
- Communicate complex tax issues to clients in a clear and concise manner.
- Ensure compliance with tax laws and regulations, including researching and interpreting tax laws and regulations.
- Collaborate with internal and external stakeholders to ensure timely and accurate completion of tax projects.
- Manage multiple projects and deadlines simultaneously.
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA, JD, or other relevant professional certification required.
- 10+ years of relevant tax experience, with a focus on trust and estates taxation.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Ability to manage and develop a team of tax professionals.
- Experience with tax compliance and planning software.
- Strong knowledge of federal and state tax laws related to trusts and estates.
- Ability to work in a fast-paced and dynamic environment.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
175,000 - 225,000 /year
