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Director – Trusts & Estates
Job in
City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Accounting
Tax Manager, Tax Advisor, Tax Accountant -
Finance & Banking
Tax Manager, Tax Advisor, Tax Accountant
Job Description & How to Apply Below
- 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
- Maintain knowledge of new tax issues and general business trends that affect clients
- Prepare thought leadership ready for external and internal circulation
- Assist with development and refinement of practice and procedures for Trust & Estate Practice
- Assist with learning and development as a course developer and presenter
- 10+ years of public accounting experience in estate tax, fiduciary income tax, estate planning, and trust administration
- CPA license or JD required
- A high level of technical tax expertise, tax research skills and experience reviewing complex estate and gift tax returns
- Possess a general understanding of entity taxation including partnerships and S-corporations
- Review of fiduciary accountings a plus
- Experience with international estate planning and foreign trusts a plus
- IRS audit experience a plus
- Excellent written and verbal communication skills
- Ability to work as part of a team, acting as a mentor for junior staff and managing projects effectively across offices
- Energetic with a team-oriented mindset
Demonstrates extensive expertise in estate tax, fiduciary income tax, and trust administration, with a strong focus on tax research and compliance. Proven ability to mentor junior staff and manage complex projects effectively within a team-oriented environment.
Highest-signal resume keywords- 10+ Years Public Accounting Experience
- CPA License or JD
- Technical Tax Expertise
- Estate Planning and Trust Administration
- International Estate Planning Experience
- Tax Research Skills
- Reviewing Complex Estate Tax Returns
- Gift Tax Return QC
- Fiduciary Accounting Review
- Entity Taxation Understanding
- Excellent Written Communication
- Excellent Verbal Communication
- Team-Oriented Mindset
- Mentoring Junior Staff
- Project Management
- CPA License
- JD
- High Net Worth Consulting
- Estate Planning
- Trust Administration
- IRS Audit Experience
- Fiduciary Income Tax
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