Director,Trust & Estate

Abacus Group; Cranford (NJ); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Abacus Group seeks a Director, Trust & Estate to join our Cranford, NJ office. The role advises high-net-worth individuals and families on estate, gift, trust, and wealth transfer matters, and leads planning initiatives.

You will review fiduciary tax compliance, interpret tax regulations, mentor professionals, manage engagement planning, and collaborate with attorneys and investment advisors to deliver integrated client solutions.

Qualifications

• Bachelor’s degree in Accounting from an accredited college/university.
• 10+ years of public accounting experience focused on Trust & Estate taxation.
• Deep technical knowledge of fiduciary income, estate, gift, and GST taxes.
• Proven experience advising high-net-worth individuals and complex family structures.
• Proven leadership skills.
• Proficient in MS Office and tax research platforms (CCH, BNA, RIA).
• Knowledge of ProSystem fx preferred.
• Active CPA license or EA certification.

Responsibilities

• Advise high-net-worth individuals, families, trustees, and executors on estate, gift, trust, and wealth transfer matters.
• Develop advanced planning strategies including GRATs, IDGTs, SLATs, charitable structures, and succession planning.
• Review fiduciary income tax compliance and planning matters (1041, 706, 709 forms).
• Interpret federal, state, and local tax rules impacting trusts, estates, and wealth planning.
• Evaluate complex tax returns and planning deliverables for accuracy and compliance.
• Grow Trust & Estate practice through client development and service enhancements.
• Build client relationships via proposals, presentations, and collaboration with firm leadership.
• Mentor tax professionals with technical guidance and development support.
• Oversee engagement planning, staffing, budgets, and deadlines to deliver projects.
• Collaborate with attorneys, investment advisors, family offices, and internal teams to deliver integrated client solutions.

Skills

Trust & Estate taxation

Leadership

MS Office

Tax research platforms

Public accounting

Client advisory

Education

Bachelor's degree in Accounting

CPA license or EA certification

Tools

ProSystems FX

CCH

BNA

RIA

Job description

Our client is a public accounting firm. They seek a Director, Trust & Estate to join their Cranford, NJ office.

Responsibilities

• Advise high-net-worth individuals, families, trustees, and executors on complex estate, gift, trust, and wealth transfer matters
• Develop advanced planning strategies involving GRATs, IDGTs, SLATs, charitable structures, and succession planning
• Review fiduciary income tax compliance and planning matters, including Forms 1041, 706, and 709
• Interpret federal, state, and local tax regulations impacting trusts, estates, and wealth planning strategies
• Evaluate complex tax returns and planning deliverables to ensure technical accuracy and compliance
• Expand Trust & Estate practice initiatives through client development, service enhancements, and growth opportunities
• Build client relationships through proposals, presentations, and collaboration with firm leadership
• Mentor tax professionals by providing technical guidance, feedback, and support for professional development
• Oversee engagement planning, staffing, budgets, and deadlines to ensure successful client delivery
• Collaborate with attorneys, investment advisors, family offices, and internal teams to deliver integrated client solutions

Requirements

• Bachelor’s degree in Accounting from an accredited college/university required
• 10+ years of progressive experience in public accounting with a strong focus on Trust & Estate taxation
• Deep technical knowledge of fiduciary income, estate, gift, and GST taxation
• Proven experience advising high-net-worth individuals and complex family structures
• Proven leadership skills
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA)
• Knowledge of ProSystems FX preferred
• Active CPA license or EA certification required

Job ID #48396

Tagged as: Hybrid Remote/Office