Tandym Group
Tax Partner - Trusts/Estates - Private Client Services
Tandym Group, New York, New York, us, 10261
A professional services firm in New York City is actively seeking an experienced Tax professional to join their staff as a Tax Partner and focus on Trusts / Estates. In this role, the Tax Partner will be responsible for focusing on trust formation, succession planning, and other wealth transfer strategies.
Responsibilities:
The Tax Partner will be responsible for:Assistance with development of long term and short term objectivesReviewing existing multi-generational wealth transfer strategiesFinancial modeling of alternative strategiesAction planning to implement changesPerforming other duties, as neededQualifications:
10+ years of recent or current CPA Firm or Family Office experienceBachelor's Degree in AccountingCPAExperience servicing Ultra High Net Worth clients with Trust and Estate planning and compliance servicesExtensive knowledge of multiple Tax functionsMicrosoft Excel proficientSolid analytical, mathematical, and research skillsGreat interpersonal skillsExcellent communication skills (written and verbal)Strong attention to detailHighly organizedDesired Skills:
Experience with Business Development
Responsibilities:
The Tax Partner will be responsible for:Assistance with development of long term and short term objectivesReviewing existing multi-generational wealth transfer strategiesFinancial modeling of alternative strategiesAction planning to implement changesPerforming other duties, as neededQualifications:
10+ years of recent or current CPA Firm or Family Office experienceBachelor's Degree in AccountingCPAExperience servicing Ultra High Net Worth clients with Trust and Estate planning and compliance servicesExtensive knowledge of multiple Tax functionsMicrosoft Excel proficientSolid analytical, mathematical, and research skillsGreat interpersonal skillsExcellent communication skills (written and verbal)Strong attention to detailHighly organizedDesired Skills:
Experience with Business Development