Tax Director - Trust & Estate Practice

Lead sophisticated Trust & Estate tax engagements for high-net-worth families while enjoying hybrid flexibility, significant leadership influence, business development opportunities, and long-term career growth within a premier advisory environment! This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $100,000 - $150,000 per year A bit about us: A leading accounting, tax, and advisory organization serving high-net-worth individuals, families, fiduciaries, family offices, and closely held businesses. The firm is known for delivering sophisticated tax solutions, fostering strong client relationships, investing in employee development, and maintaining a collaborative culture focused on excellence and innovation. Why join us? Competitive compensation package with discretionary performance bonus Hybrid work schedule with flexibility and collaboration Medical, dental, and vision insurance 401(k) plan and profit-sharing program Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) Basic Life, AD&D, and voluntary life insurance Inclusive parental leave benefits Generous PTO and paid firm holidays Employee wellness and assistance programs Professional development, training, and certification support Recognition and rewards programs Community involvement and volunteer opportunities Opportunity to help lead and grow a highly specialized Trust & Estate practice Job Details Serve as a trusted advisor to high-net-worth individuals, families, trustees, executors, and family offices. Lead complex Trust & Estate tax compliance and consulting engagements. Provide advanced planning strategies involving: Estate Tax Planning Gift Tax Planning Wealth Transfer Strategies GRATs IDGTs SLATs Charitable Planning Business Succession Planning Advise clients on fiduciary income tax matters and compliance requirements. Review complex tax returns including: Form 1041 Form 706 Form 709 Related fiduciary and estate tax filings Interpret and apply federal, state, and local trust and estate tax laws. Identify planning opportunities and proactively advise clients on tax-saving strategies. Lead and expand the Trust & Estate practice through business development initiatives. Participate in proposal development, networking, client presentations, and relationship building. Collaborate with partners and other service lines to drive cross-selling opportunities. Monitor legislative and regulatory developments impacting trusts and estates. Mentor, coach, and develop managers and staff. Oversee engagement planning, staffing, budgets, and project delivery. Promote best practices and technical excellence across the practice. Collaborate with attorneys, wealth advisors, family offices, and internal tax professionals to deliver integrated client solutions. 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. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: