Tax Director - Trust & Estate

Lead Complex Trust & Estate Tax Strategy for High-Net-Worth Families This Jobot Job is hosted by: Andrew Crain Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $175,000 - $225,000 per year A bit about us: We are working with a nationally recognized accounting, tax, and advisory firm that serves sophisticated high-net-worth individuals, families, fiduciaries, family offices, closely held businesses, and private clients. The firm is continuing to expand its Trust & Estate practice and is looking for an experienced Tax Director who can operate as both a senior technical resource and trusted advisor to clients. This is a highly visible leadership role for someone who understands complex estate, gift, fiduciary, and generation-skipping transfer tax matters and wants meaningful involvement in client strategy, team development, and the continued growth of the practice. Why join us? Competitive base compensation of $175K-$225K plus discretionary bonus Direct advisory work with high-net-worth individuals, families, trustees, executors, and family offices Significant exposure to sophisticated estate and wealth-transfer planning Opportunity to help shape and grow an established Trust & Estate practice Strong visibility with Partners, attorneys, wealth advisors, and other external professionals Leadership responsibility across staff and managers Hybrid schedule with three days per week in office Medical, dental, and vision coverage 401(k) and profit-sharing program Generous PTO and paid firm holidays Training, certification, and professional-development programs Job Details We are seeking an experienced Tax Director specializing in Trust & Estate taxation to provide senior-level technical leadership and advisory support to high-net-worth individuals, families, trustees, executors, and other fiduciaries. The role combines complex tax planning and compliance with client relationship management, team leadership, and practice development. You will advise clients across estate, gift, fiduciary income, and generation-skipping transfer tax matters while collaborating closely with attorneys, wealth advisors, family offices, and other tax professionals. Responsibilities Serve as a senior tax advisor to high-net-worth individuals, families, trustees, executors, and fiduciaries Advise clients on sophisticated estate, gift, trust, and wealth-transfer strategies including GRATs, IDGTs, SLATs, charitable structures, and succession planning Oversee complex fiduciary, estate, and gift tax compliance including Forms 1041, 706, and 709 Research and interpret federal, state, and local tax laws affecting trusts, estates, gifts, and wealth-transfer strategies Review complex tax returns, research memoranda, planning analyses, and client deliverables for technical accuracy Lead client relationships and communicate complex tax concepts to clients and outside advisors Identify planning opportunities and additional services for existing clients Participate in proposals, presentations, networking, and business-development efforts Lead, mentor, and develop staff and managers within the Trust & Estate practice Oversee engagement planning, staffing, budgeting, workflow, and deadlines Collaborate with attorneys, investment advisors, family offices, wealth managers, and internal tax teams Monitor tax-law and regulatory developments and communicate their implications to clients and colleagues Qualifications Bachelor's degree in Accounting from an accredited college or university Active CPA license or EA certification required 10+ years of progressive public accounting tax experience Significant concentration in Trust & Estate taxation Deep technical knowledge of fiduciary income tax, estate tax, gift tax, and generation-skipping transfer tax Experience preparing or reviewing Forms 1041, 706, and 709 Demonstrated experience advising high-net-worth individuals, families, trusts, estates, and complex family structures Strong tax research and technical writing capabilities Experience managing client relationships and complex engagements Demonstrated leadership and staff-development experience Strong executive communication and client-facing skills Ability to contribute to business development and practice growth Ability to work in office at least three days per week Current U.S. work authorization without current or future employer sponsorship Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. 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