Tax Senior - Estate, Gift & Trust

Job Summary

The Estate, Gift, and Trust Senior Professional plays a pivotal role in delivering sophisticated tax compliance and planning services to high-net-worth clients, families, and their advisors. You will oversee complex tax engagements, manage client relationships, mentor junior staff, and provide expert guidance on estate, gift, and trust tax matters. This position offers a rewarding opportunity to develop your career in a specialized and high-impact area of tax.

• Prepare and review advanced estate, gift, and trust tax returns (Forms 706, 709, 5227, and 1041)
• Ensure compliance with all relevant federal, state, and local tax regulations
• Address technical tax issues and ensure accuracy and timeliness of all deliverables

• Develop and implement tax planning strategies to minimize tax liabilities and maximize wealth preservation
• Collaborate with clients, attorneys, and financial advisors to craft customized estate and trust plans
• Provide strategic recommendations to clients based on their unique goals and financial situations

• Serve as the primary point of contact for clients, fostering strong relationships through regular communication and exceptional service
• Proactively identify client needs and offer solutions that align with their objectives
• Manage multiple engagements simultaneously, ensuring client satisfaction and timely delivery of services

• Supervise and mentor junior team members, providing technical training and professional development support
• Review the work of staff to maintain accuracy and adherence to firm standards
• Foster a collaborative team culture and contribute to the success of the department

• Stay up to date on changes in estate, gift, and trust tax laws and regulations
• Conduct in-depth research on complex tax issues and present findings to the team and clients
• Contribute to thought leadership initiatives, including internal knowledge sharing and external client updates

• Identify and implement best practices to enhance efficiency in tax compliance and planning processes
• Leverage technology and automation to streamline workflows and improve service delivery

• None

• Work is conducted in a professional office environment with minimal distractions

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time

• Travel may be frequent and unpredictable, depending on client's needs

• Bachelor’s degree in accounting, finance, or a related field
• Minimum 5 accounting classes, one individual income tax class, and one business law class
• 3–6 years of relevant experience, including some preparation of estate, gift, and trust returns
• Proficiency with Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research

• Experience in a professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Possession of or actively working toward professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)
• Responsible for completing the minimum Continuing Professional Education credit requirement

• Collaborative and supportive work environment where teamwork is valued
• Competitive compensation tailored to the role, qualifications, and expertise
• Comprehensive benefits package, including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances