Estate and Trust Tax Partner

This Jobot Job is hosted by: Danielle Liguori

Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.

Salary: $250,000 - $350,000 per year

We are full-service professional accounting firm ranking in the top 100. We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We have a refreshing workplace culture that has a lot of fun in house events.

Generous Health Benefits & retirement plan

Fantastic team & company culture

Great work/life balance for public accounting firm

Updated/current Technology

Always improving staff quality of life

Modern Office

Hybrid Work Schedule / Remote options available

As an Estate and Trust Tax Partner, you will:

1. Oversee and manage a diverse portfolio providing clients with expert advice on estate planning, gift tax, and fiduciary matters.
2. Develop and implement tax planning strategies to optimize clients' financial situations, ensuring compliance with multistate and federal regulations.
3. Prepare and review complex tax returns, identifying potential tax-saving opportunities and areas of risk.
4. Foster and maintain strong relationships with clients, offering tailored solutions to meet their individual needs.
5. Lead and mentor a team of tax professionals, promoting a culture of continuous learning and development.
6. Contribute to the firm's growth by identifying new business opportunities and participating in networking events.
7. Stay abreast of the latest industry trends and legislative changes, ensuring our practice remains at the forefront of the accounting and finance industry.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.