Tax Director – Trust & Estate

Tax Director – Trust & Estate | CPA

Location: New York, NY or Woodcliff, NJ or Miami, FL

Work Model: Hybrid – Minimum 3 days in office

Experience: 10 years

Job Type: Full-Time

Position Overview

We are seeking an experienced Tax Director – Trust & Estate to advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate tax matters.

This role will provide senior-level technical tax leadership across estate, gift, trust, and wealth transfer planning while also contributing to client relationships, practice development, and team growth.

Key Responsibilities

• Advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate tax matters.
• Provide estate, gift, trust, and wealth transfer planning, including succession and charitable planning strategies.
• Review complex fiduciary, estate, and gift tax returns for technical accuracy and compliance.
• Research and advise on federal, state, and local tax issues affecting trusts and estates.
• Develop and maintain strong relationships with high-net-worth clients and families.
• Participate in proposals, client presentations, and business development activities.
• Identify opportunities to grow the Trust & Estate tax practice.
• Lead, mentor, and develop tax staff and managers.
• Provide technical guidance, review, and oversight to the team.
• Manage multiple client engagements and priorities while maintaining high-quality service.
• Stay current on changes in tax legislation, regulations, and Trust & Estate practices.
  
  

Required Qualifications

• 10 years of public accounting experience with significant Trust & Estate taxation experience.
• Active CPA or EA is mandatory; CPA strongly preferred.
• Bachelor's degree in Accounting or a related field.
• Deep knowledge of:
• Fiduciary income taxation
• Estate taxation
• Gift taxation
• Generation-skipping transfer (GST) taxation
• Proven experience advising high-net-worth individuals, families, trusts, and estates.
• Strong tax research, planning, and technical problem-solving skills.
• Demonstrated leadership and team development experience.
• Excellent client communication and relationship-building skills.
• Ability to contribute to business development and practice growth.
• Proficiency with Microsoft Office and tax research platforms.
  

Preferred Qualifications

• MST, JD, or LLM in Taxation.
• ProSystem fx experience.
• Experience leading or growing a Trust & Estate tax practice.
• Strong business development and client presentation experience.
  
  

Skills: tax,leadership,research,trusts,business development,office,fiduciary,skills,tax research