Tax Director - Trust & Estate

Agile Tekventures; New York (NY); Hybrid; USD 180.000 - 280.000; Vollzeit

Benefits dieser Stelle

Hybrid schedule

Zusammenfassung

Agile Tekventures is seeking an experienced trust and estate tax practitioner to lead a high-net-worth client practice in a hybrid New Jersey/New York footprint. You will advise on fiduciary taxation, estate and gift tax planning, and tax compliance, while mentoring staff and contributing to business development.

Ideal candidates have 10+ years in public accounting with a CPA or EA, deep knowledge of fiduciary income and generation-skipping transfer taxes, and a proven ability to build client

Qualifikationen

• 10+ years of public accounting experience with a strong focus on Trust & Estate taxation.
• Active CPA or EA required; MST, JD, or LLM in Taxation a plus.
• Deep knowledge of fiduciary income, estate, gift, and generation-skipping transfer taxation.
• Experience advising high-net-worth individuals, families, trusts, and estates.
• Strong technical research, tax planning, and problem-solving skills.
• Proven leadership and team development experience.
• Excellent communication, relationship-building, and client advisory skills.
• Ability to manage multiple priorities and contribute to practice growth.
• Bachelor's degree in Accounting or related field required.
• Proficiency with Microsoft Office and tax research platforms; ProSystem fx experience a plus.
• Ability to work in-office at least 3 days per week.

Aufgaben

• Advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate matters.
• Provide estate, gift, trust, and wealth transfer planning, including succession and charitable strategies.
• Review complex fiduciary, estate, and gift tax returns and ensure technical accuracy and compliance.
• Research and advise on federal, state, and local tax issues impacting trusts and estates.
• Lead and develop the Trust & Estate practice, including identifying business development and growth opportunities.
• Build and maintain strong client relationships and participate in proposals and client presentations.
• Mentor and develop staff and managers while providing technical guidance and oversight.

Kenntnisse

Public accounting

Trust & Estate taxation

Leadership

Client advisory

Research skills

Communication

Relationship building

Growth mindset

Ausbildung

Bachelor's degree in Accounting

CPA or EA

MST/JD/LLM in Taxation

Jobbeschreibung

About The Role

Locations: NJ (07016), Woodcliff Lake, NJ (07667), New York, NY (10167), or Hollywood, FL (33021) on a hybrid schedule.

About The Role

Locations: NJ (07016), Woodcliff Lake, NJ (07667), New York, NY (10167), or Hollywood, FL (33021) on a hybrid schedule.

Responsibilities

• Advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate matters.
• Provide estate, gift, trust, and wealth transfer planning, including succession and charitable strategies.
• Review complex fiduciary, estate, and gift tax returns and ensure technical accuracy and compliance.
• Research and advise on federal, state, and local tax issues impacting trusts and estates.
• Lead and develop the Trust & Estate practice, including identifying business development and growth opportunities.
• Build and maintain strong client relationships and participate in proposals and client presentations.
• Mentor and develop staff and managers while providing technical guidance and oversight.

Requirements

• 10+ years of public accounting experience with a strong focus on Trust & Estate taxation.
• Active CPA or EA required; MST, JD, or LLM in Taxation a plus.
• Deep knowledge of fiduciary income, estate, gift, and generation-skipping transfer taxation.
• Experience advising high-net-worth individuals, families, trusts, and estates.
• Strong technical research, tax planning, and problem-solving skills.
• Proven leadership and team development experience.
• Excellent communication, relationship-building, and client advisory skills.
• Ability to manage multiple priorities and contribute to practice growth.
• Bachelor's degree in Accounting or related field required.
• Proficiency with Microsoft Office and tax research platforms; ProSystem fx experience a plus.
• Ability to work in-office at least 3 days per week.

About The Company

Our client is a boutique recruiting firm that partners exclusively with Public Accounting firms, Wealth Advisory firms, Family Offices, Private Equity Firms, Real Estate, and Accounting departments.