Director - Trusts & Estates

Citrin Cooperman; Florham Park (NJ); On-site; USD 180,000 - 240,000; Full time

Job summary

Citrin Cooperman is seeking a Trust & Estate Tax Director to lead complex estate and trust engagements for high-net-worth clients. You will supervise and mentor staff, analyze estate plans, and provide sophisticated tax planning across offices.

Required are 10+ years in public accounting focusing on estate tax, fiduciary income tax, and trust administration, with a CPA license or JD. Strong communication and team collaboration are essential.

Qualifications

• Public accounting experience in estate tax and fiduciary income tax.
• CPA license or JD required.
• Strong tax research and review of complex estate and gift tax returns.

Responsibilities

• Supervise complex estate and high net worth engagements.
• Analyze tax implications of estate plans and trust documents.
• Provide 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.

Skills

Estate tax expertise

Tax research

Client advisory

Team leadership

Cross-office collaboration

Public accounting knowledge

Education

CPA license

Juris Doctor (JD)

Job description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!We are looking for a Trust & Estate Tax Director to join our Tax Department. As a Trust & Estate Tax Director, you will be responsible for: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 the areas of estate tax, fiduciary income tax, estate planning, and trust administrationCPA 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.