Tax Partner, Trust & Estate

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 Firm Develop, supervise and mentor members of the Estate and Trust team Expanding the Estate Planning practice both internally and externally Coordinating tax compliance and planning responsibilities for our multistate environment Maintaining visibility in the Estate and Trust community Maintaining existing business relationships and cultivating new ones Maintaining relationships with and advise clients in Estate and Trust matters Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax REQUIREMENTS: Bachelor's or Master's degree in Accounting or related field required JD; CPA or Law Degree Minimum 10 years of experience with a public accounting and/or professional services firm or Law firm SKILLS/KNOWLEDGE: Significant experience providing complex gift and estate planning strategies to high net worth clients Significant experience in working with estate tax, gift tax and fiduciary tax returns; Technical expertise in relevant areas Ability to provide seamless, integrated services to clients Excellent 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.

Created: 2024-11-05