What are the responsibilities and job description for the Tax Director - Trust & Estate position at Jobot?
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Job details:
Lead Complex Trust & Estate Tax Strategy for High-Net-Worth Families
This Jobot Job is hosted by: Andrew Crain
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $175,000 - $225,000 per year
A bit about us:
We are working with a nationally recognized accounting, tax, and advisory firm that serves sophisticated high-net-worth individuals, families, fiduciaries, family offices, closely held businesses, and private clients.
The firm is continuing to expand its Trust & Estate practice and is looking for an experienced Tax Director who can operate as both a senior technical resource and trusted advisor to clients.
This is a highly visible leadership role for someone who understands complex estate, gift, fiduciary, and generation-skipping transfer tax matters and wants meaningful involvement in client strategy, team development, and the continued growth of the practice.
Why join us?
Competitive base compensation of $175K-$225K plus discretionary bonus
Direct advisory work with high-net-worth individuals, families, trustees, executors, and family offices
Significant exposure to sophisticated estate and wealth-transfer planning
Opportunity to help shape and grow an established Trust & Estate practice
Strong visibility with Partners, attorneys, wealth advisors, and other external professionals
Leadership responsibility across staff and managers
Hybrid schedule with three days per week in office
Medical, dental, and vision coverage
401(k) and profit-sharing program
Generous PTO and paid firm holidays
Training, certification, and professional-development programs
Job Details
We are seeking an experienced Tax Director specializing in Trust & Estate taxation to provide senior-level technical leadership and advisory support to high-net-worth individuals, families, trustees, executors, and other fiduciaries.
The role combines complex tax planning and compliance with client relationship management, team leadership, and practice development.
You will advise clients across estate, gift, fiduciary income, and generation-skipping transfer tax matters while collaborating closely with attorneys, wealth advisors, family offices, and other tax professionals.
Responsibilities
Serve as a senior tax advisor to high-net-worth individuals, families, trustees, executors, and fiduciaries
Advise clients on sophisticated estate, gift, trust, and wealth-transfer strategies including GRATs, IDGTs, SLATs, charitable structures, and succession planning
Oversee complex fiduciary, estate, and gift tax compliance including Forms 1041, 706, and 709
Research and interpret federal, state, and local tax laws affecting trusts, estates, gifts, and wealth-transfer strategies
Review complex tax returns, research memoranda, planning analyses, and client deliverables for technical accuracy
Lead client relationships and communicate complex tax concepts to clients and outside advisors
Identify planning opportunities and additional services for existing clients
Participate in proposals, presentations, networking, and business-development efforts
Lead, mentor, and develop staff and managers within the Trust & Estate practice
Oversee engagement planning, staffing, budgeting, workflow, and deadlines
Collaborate with attorneys, investment advisors, family offices, wealth managers, and internal tax teams
Monitor tax-law and regulatory developments and communicate their implications to clients and colleagues
Qualifications
Bachelor’s degree in Accounting from an accredited college or university
Active CPA license or EA certification required
10 years of progressive public accounting tax experience
Significant concentration in Trust & Estate taxation
Deep technical knowledge of fiduciary income tax, estate tax, gift tax, and generation-skipping transfer tax
Experience preparing or reviewing Forms 1041, 706, and 709
Demonstrated experience advising high-net-worth individuals, families, trusts, estates, and complex family structures
Strong tax research and technical writing capabilities
Experience managing client relationships and complex engagements
Demonstrated leadership and staff-development experience
Strong executive communication and client-facing skills
Ability to contribute to business development and practice growth
Ability to work in office at least three days per week
Current U.S. work authorization without current or future employer sponsorship
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
Lead Complex Trust & Estate Tax Strategy for High-Net-Worth Families
This Jobot Job is hosted by: Andrew Crain
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $175,000 - $225,000 per year
A bit about us:
We are working with a nationally recognized accounting, tax, and advisory firm that serves sophisticated high-net-worth individuals, families, fiduciaries, family offices, closely held businesses, and private clients.
The firm is continuing to expand its Trust & Estate practice and is looking for an experienced Tax Director who can operate as both a senior technical resource and trusted advisor to clients.
This is a highly visible leadership role for someone who understands complex estate, gift, fiduciary, and generation-skipping transfer tax matters and wants meaningful involvement in client strategy, team development, and the continued growth of the practice.
Why join us?
Competitive base compensation of $175K-$225K plus discretionary bonus
Direct advisory work with high-net-worth individuals, families, trustees, executors, and family offices
Significant exposure to sophisticated estate and wealth-transfer planning
Opportunity to help shape and grow an established Trust & Estate practice
Strong visibility with Partners, attorneys, wealth advisors, and other external professionals
Leadership responsibility across staff and managers
Hybrid schedule with three days per week in office
Medical, dental, and vision coverage
401(k) and profit-sharing program
Generous PTO and paid firm holidays
Training, certification, and professional-development programs
Job Details
We are seeking an experienced Tax Director specializing in Trust & Estate taxation to provide senior-level technical leadership and advisory support to high-net-worth individuals, families, trustees, executors, and other fiduciaries.
The role combines complex tax planning and compliance with client relationship management, team leadership, and practice development.
You will advise clients across estate, gift, fiduciary income, and generation-skipping transfer tax matters while collaborating closely with attorneys, wealth advisors, family offices, and other tax professionals.
Responsibilities
Serve as a senior tax advisor to high-net-worth individuals, families, trustees, executors, and fiduciaries
Advise clients on sophisticated estate, gift, trust, and wealth-transfer strategies including GRATs, IDGTs, SLATs, charitable structures, and succession planning
Oversee complex fiduciary, estate, and gift tax compliance including Forms 1041, 706, and 709
Research and interpret federal, state, and local tax laws affecting trusts, estates, gifts, and wealth-transfer strategies
Review complex tax returns, research memoranda, planning analyses, and client deliverables for technical accuracy
Lead client relationships and communicate complex tax concepts to clients and outside advisors
Identify planning opportunities and additional services for existing clients
Participate in proposals, presentations, networking, and business-development efforts
Lead, mentor, and develop staff and managers within the Trust & Estate practice
Oversee engagement planning, staffing, budgeting, workflow, and deadlines
Collaborate with attorneys, investment advisors, family offices, wealth managers, and internal tax teams
Monitor tax-law and regulatory developments and communicate their implications to clients and colleagues
Qualifications
Bachelor’s degree in Accounting from an accredited college or university
Active CPA license or EA certification required
10 years of progressive public accounting tax experience
Significant concentration in Trust & Estate taxation
Deep technical knowledge of fiduciary income tax, estate tax, gift tax, and generation-skipping transfer tax
Experience preparing or reviewing Forms 1041, 706, and 709
Demonstrated experience advising high-net-worth individuals, families, trusts, estates, and complex family structures
Strong tax research and technical writing capabilities
Experience managing client relationships and complex engagements
Demonstrated leadership and staff-development experience
Strong executive communication and client-facing skills
Ability to contribute to business development and practice growth
Ability to work in office at least three days per week
Current U.S. work authorization without current or future employer sponsorship
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $175,000 - $225,000