Tax Director - Trusts & Estates

This Jobot Job is hosted by: Zach Allison

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Salary: $200,000 - $250,000 per year

We have partnered with a mid-sized CPA firm looking to hire a Tax Director with Trust & Estate experience to join their team. You'll work on fiduciary income tax returns and be involved in preparing business and individual returns as well. This role includes managing client relationships and guiding staff accountants on engagements, especially in fiduciary-related situations.

Customized career path support tailored to your strengths and interests.

Opportunities for growth and stability as we continue to expand.

Initiative is valued—new ideas are welcomed and rewarded.

Enjoy a strong team culture with regular bonding events, from happy hours to firm-sponsored trips.

A collaborative, supportive environment where we all work together for success.

Ongoing learning opportunities, including leadership training and conference participation.

Commitment to excellence through best practices and continuous improvement.

Responsibilities:

• Expertise in gift, estate, and fiduciary tax issues, with strong research and documentation skills.
• Preparation and review of fiduciary, gift, estate, individual, and business tax returns.
• Fiduciary accounting for estates and trusts.
• Tax planning and consulting for high-net-worth clients.

Minimum qualifications to be considered:

• Bachelor's in Accounting, Finance, or related field
• Active CPA certification
• 8+ years of public accounting experience
• In-depth expertise in Trust & Estate taxation

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.