Director – Trusts & Estates

• Supervise complex estate and high net worth consulting engagements
• Analysis of tax and practical implications of estate plans and trust documents
• Provide effective consulting and planning for high-net-worth individuals
• Supervise complex estate and trust administration
• QC of complex gift and estate tax returns
• Perform tax research to resolve trust and estate issues
• Prepare thought leadership
• Assist with practice and procedures development and learning

• 10+ years of public accounting experience in estate tax, fiduciary income tax, and trust administration
• CPA license or JD required
• High level of technical tax expertise
• Experience reviewing complex estate and gift tax returns
• Understanding of entity taxation including partnerships and S-corporations
• IRS audit experience a plus
• Excellent communication skills
• Energetic with a team-oriented mindset

Demonstrates extensive expertise in estate tax, fiduciary income tax, and trust administration, with a strong focus on supervising complex engagements and providing strategic consulting for high-net-worth individuals. Proficient in tax research, analysis, and preparation of estate and gift tax returns, complemented by excellent communication and team collaboration skills.