Tax Director- Estate Gift and Trust (Private Client Services)

A professional services firm in New York City is currently seeking an experienced Tax Director to join their staff and focus on Estate Gift & Trust (Private Client Services). Responsibilities: The Tax Director will: 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 Review Federal and State gift tax returns Review Federal and State fiduciary income tax returns including income tax planning to minimize taxes. Review Federal and State Charitable Trust Information returns 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