Estates & Trusts Tax Director (short path to Partner)

Specialized Recruiting Group - Rochester Hills, Troy, & Clinton Twp, MI; Rochester Hills (MI); On-site; USD 160,000 - 185,000; Full time

Job summary

A leading firm specializing in estate and trust tax is seeking an Estates & Trusts Tax Director. Offering a supportive environment valuing work-life balance, this role promises fewer hours than industry average, with a structured path to partnership, making it ideal for experienced CPAs looking for growth without the demands of big firms.

Benefits

Flexible hours

Weekly chair massages

On-site gym and workout facility

Beautifully renovated offices

Qualifications

• 10+ years in estate, trust, and tax compliance.
• Proven expertise in estate and trust tax.
• Experience with fiduciary accounting and income tax returns.

Responsibilities

• Lead multiple tax engagements and deliver quality tax preparation.
• Review estate, gift, and fiduciary income tax returns.
• Provide exceptional client service and build trusted client relationships.

Skills

Estate and trust tax expertise

Client service

Team supervision and development

Education

CPA license

JD preferred but not mandatory

Tools

Estate tax return software

Job description

Estates & Trusts Tax Director (short path to Partner)

Estates & Trusts Tax Director (short path to Partner)

1 day ago Be among the first 25 applicants

Specialized Recruiting Group - Rochester Hills, Troy, & Clinton Twp, MI provided pay range

This range is provided by Specialized Recruiting Group - Rochester Hills, Troy, & Clinton Twp, MI. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$160,000.00/yr - $185,000.00/yr

Direct message the job poster from Specialized Recruiting Group - Rochester Hills, Troy, & Clinton Twp, MI

Helping Businesses Thrive with Specialized Talent Solutions | Passionate About Connecting Professionals to Their Ideal Careers | Serving Macomb &…

Are you a seasoned CPA (10 years of experience) with expertise in estate and trust tax services, looking for an environment that truly values your career ambitions and your personal life? If you love the feeling of a firm environment but want to avoid the typical big-firm hours, we’re the perfect solution!

At our firm, you’ll experience the perfect blend of challenging, high-impact work and the supportive, family-oriented feel of a smaller practice. Our focus on work-life balance means you can accelerate your career without compromising what matters most outside the office.

We know life doesn’t stop when you leave work! In addition to flexible hours and fewer annual hours than the industry average, we offer a suite of in-office wellness perks, including:

• Weekly chair massages
• An on-site gym and workout facility
• Beautifully renovated offices designed for your comfort

The Role – Estates & Trust Tax Practice Leader:

• Lead multiple tax engagements, delivering quality tax preparation, research, planning, and consulting services for a variety of clients.
• Review estate, gift, and fiduciary income tax returns.
• Perform Power of Attorney responsibilities for clients and liaise with government authorities.
• Conduct estate research and tax analysis, documenting findings and conclusions.
• Stay current on tax practices and changes in tax law.
• Supervise, delegate, and develop the estate/trust team.
• Provide exceptional client service and build trusted client relationships.
• Generate new business and cross-selling opportunities with existing clients.

Please Note:

We do not support SEC, government, or international tax work. Our focus is on middle-market clients and private estate and trust tax engagements.

Who We’re Looking For:

• 10+ years in estate, trust, and tax compliance.
• CPA license required; JD preferred but not mandatory.
• Proven expertise in estate and trust tax.
• Experience with estate tax return software, gift tax returns, fiduciary accounting, and income tax returns is a plus.
• Background in a CPA firm or similar environment.

Why Us?

• Dynamic Client Portfolio: Work with middle-market clients across estate and trust tax engagements, bringing complexity and depth to each project.
• Collaborative, Family-Oriented Culture: Established in 1954, we take pride in our warm, family-like environment where everyone supports each other’s growth.
• Path to Partnership: For those driven to lead, we offer a structured, expedited path to Partnership, rewarding your dedication and expertise. We anticipate this position will grow into a Partner role in a short period of time.
• Life Outside the Office Matters: Recognized as one of Metro Detroit’s Best and Brightest Companies to Work For over 20 years, we champion balance and wellness—inside and outside the office.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

Referrals increase your chances of interviewing at Specialized Recruiting Group - Rochester Hills, Troy, & Clinton Twp, MI by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Get notified when a new job is posted.

Sign in to set job alerts for “Tax Director” roles.

Detroit, MI $180,000.00-$240,000.00 2 weeks ago

Sterling Heights, MI $120,000.00-$150,000.00 2 weeks ago

Detroit, MI $120,000.00-$150,000.00 2 weeks ago

Detroit, MI $100,000.00-$150,000.00 2 weeks ago

Detroit, MI $130,000.00-$180,000.00 2 weeks ago

Assistant Superintendent of Business Services

Business Development Director - Industrial Products / Consumer Products

Tax Senior Manager or Principal - Construction Niche

Senior Tax Manager - Flow Throughs (REMOTE)

Tax Senior Manager, Privately Held Businesses

St Clair Shores, MI $110,000.00-$210,000.00 3 days ago

Tax Senior Manager, State & Local Income Tax - Partnerships - (Remote Option)

Tax Senior Manager, Privately Held Businesses

Manager, Corporate Tax / Provisions - (Remote Option)

Troy, MI $140,000.00-$200,000.00 2 weeks ago

Tax Senior Manager - Global Trade Advisory

Tax Senior Manager-Financial Services-Wealth and Asset Management Client Delivery Services-EDGE

Tax Services Manager - Financial Services - Customer Tax Operations and Reporting - EDGE

Troy, MI $170,000.00-$220,000.00 2 weeks ago

Chief Tax Officer and Director, Tax Planning

Tax Manager - High Net Worth (up to $150K + Bonus)

Bloomfield Hills, MI $125,000.00-$150,000.00 1 day ago

Rochester Hills, MI $120,000.00-$140,000.00 1 day ago

Senior Tax Manager - Generalist (Up to $200K)

Troy, MI $150,000.00-$200,000.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.