Sax LLP
Tax Partner, Trust & Estate
Sax LLP, Parsippany, New Jersey, us, 07054
At Sax LLP, we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
We are actively seeking a
Tax Partner with Trust & Estate
experience to join our growing firm!
RESPONSIBILITIES INCLUDE
:
Lead the Estate and Trust practice of the FirmDevelop, supervise and mentor members of the Estate and Trust teamExpanding the Estate Planning practice both internally and externallyCoordinating tax compliance and planning responsibilities for our multistate environmentMaintaining visibility in the Estate and Trust communityMaintaining existing business relationships and cultivating new onesMaintaining relationships with and advise clients in Estate and Trust mattersPerform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate taxREQUIREMENTS:
Bachelor's or Master's degree in Accounting or related field requiredJD; CPA or Law DegreeMinimum 10 years of experience with a public accounting and/or professional services firm or Law firmSKILLS/KNOWLEDGE:
Significant experience providing complex gift and estate planning strategies to high net worth clientsSignificant experience in working with estate tax, gift tax and fiduciary tax returns;Technical expertise in relevant areasAbility to provide seamless, integrated services to clientsExcellent written and verbal communication skills
Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
We are actively seeking a
Tax Partner with Trust & Estate
experience to join our growing firm!
RESPONSIBILITIES INCLUDE
:
Lead the Estate and Trust practice of the FirmDevelop, supervise and mentor members of the Estate and Trust teamExpanding the Estate Planning practice both internally and externallyCoordinating tax compliance and planning responsibilities for our multistate environmentMaintaining visibility in the Estate and Trust communityMaintaining existing business relationships and cultivating new onesMaintaining relationships with and advise clients in Estate and Trust mattersPerform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate taxREQUIREMENTS:
Bachelor's or Master's degree in Accounting or related field requiredJD; CPA or Law DegreeMinimum 10 years of experience with a public accounting and/or professional services firm or Law firmSKILLS/KNOWLEDGE:
Significant experience providing complex gift and estate planning strategies to high net worth clientsSignificant experience in working with estate tax, gift tax and fiduciary tax returns;Technical expertise in relevant areasAbility to provide seamless, integrated services to clientsExcellent written and verbal communication skills
Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.