Tandym Group
Tax Director- Estate Gift and Trust (Private Client Services)
Tandym Group, East Hanover, New Jersey, us, 07936
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 exemptionWork with Attorneys, Executors and Beneficiaries to minimize estate tax and income taxDevelop and design of estate plans to reduce estate and/or gift tax and maximize family wealthDevelop family gift giving programs and preparation of applicable federal and state gift tax returnsCreate and implement business succession plansDesign and implement charitable giving strategies to minimize estate, gift and income taxPlan for Individual Retirement Account (IRA) and qualified plan distributions to maximize family wealth and minimize taxesAssist clients in identifying long-term care needs and implementing solutionsReview judicial and non-judicial fiduciary accountings for trusts and estatesReview federal estate tax returns and applicable state inheritance/estate tax returnsReview Federal and State gift tax returnsReview Federal and State fiduciary income tax returns including income tax planning to minimize taxes.Review Federal and State Charitable Trust Information returnsQualifications:
10+ years of Tax-related experience and/or in a similar roleBachelor's Degree in Accounting, Finance, and/or TaxationPrior experience managing engagements and clientsMicrosoft Excel proficientAbility to work independently, but also work well with othersDesired Skills:
5+ years of experience in a Supervisory roleMaster's Degree in TaxationAbility to review individual tax returns
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 exemptionWork with Attorneys, Executors and Beneficiaries to minimize estate tax and income taxDevelop and design of estate plans to reduce estate and/or gift tax and maximize family wealthDevelop family gift giving programs and preparation of applicable federal and state gift tax returnsCreate and implement business succession plansDesign and implement charitable giving strategies to minimize estate, gift and income taxPlan for Individual Retirement Account (IRA) and qualified plan distributions to maximize family wealth and minimize taxesAssist clients in identifying long-term care needs and implementing solutionsReview judicial and non-judicial fiduciary accountings for trusts and estatesReview federal estate tax returns and applicable state inheritance/estate tax returnsReview Federal and State gift tax returnsReview Federal and State fiduciary income tax returns including income tax planning to minimize taxes.Review Federal and State Charitable Trust Information returnsQualifications:
10+ years of Tax-related experience and/or in a similar roleBachelor's Degree in Accounting, Finance, and/or TaxationPrior experience managing engagements and clientsMicrosoft Excel proficientAbility to work independently, but also work well with othersDesired Skills:
5+ years of experience in a Supervisory roleMaster's Degree in TaxationAbility to review individual tax returns