Tandym Group
Tax Director / Partner - Trust & Estates - HNW
Tandym Group, New York, New York, us, 10261
A public accounting firm located in New York City is actively seeking a self-motivated and collaborative professional to join their staff as a Tax Director / Partner. In this role, the Tax Director / Partner will provide support to the firm's Trusts & Estates function.
Responsibilities
The Tax Director / Partner will:Review tax returns to ensure these are sufficiently complete and accurate before presenting to Partners for theoretical top reviewEnsure Partners have adequate time to review work prior to due datesResolve all preparers' open points and your review commentsExplain all return diagnosticsIdentify tax planning opportunities and discuss with PartnerObtain client informationRecognize and resolve issues to ensure year-end work is sufficiently complete and accurate to present to Partner for top reviewQualifications
Undergraduate degree6+ years of related experienceExpertise in HNW Tax, including solid skills in Trusts, Estates and Gift taxes servicing privately held businesses and entrepreneurs, as well as high net worth clientsAbility to review complex and detailed client work in preparation of Partner reviewExcellent communication skillsProven leadership capabilities
Responsibilities
The Tax Director / Partner will:Review tax returns to ensure these are sufficiently complete and accurate before presenting to Partners for theoretical top reviewEnsure Partners have adequate time to review work prior to due datesResolve all preparers' open points and your review commentsExplain all return diagnosticsIdentify tax planning opportunities and discuss with PartnerObtain client informationRecognize and resolve issues to ensure year-end work is sufficiently complete and accurate to present to Partner for top reviewQualifications
Undergraduate degree6+ years of related experienceExpertise in HNW Tax, including solid skills in Trusts, Estates and Gift taxes servicing privately held businesses and entrepreneurs, as well as high net worth clientsAbility to review complex and detailed client work in preparation of Partner reviewExcellent communication skillsProven leadership capabilities