Tax Director – Trust & Estate Practice

Australia-Employment; Cranford (NJ); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus

Hybrid work schedule

Medical, dental, vision

401(k) & profit sharing

FSA/HSA

Parental leave

PTO & holidays

Professional development

Cross-team collaboration

Community involvement

Leadership growth

Job summary

Jobot is seeking a Tax Director for Trust & Estate Practice in Cranford, NJ. This senior role offers hybrid work, leadership in tax engagements, and opportunities to shape client strategies for high-net-worth families.

You will lead planning, compliance, and consulting on estate, gift, GRATs, IDGTs, and related filings, while mentoring staff and expanding the practice through business development.

Qualifications

Responsibilities

• Lead complex Trust & Estate tax engagements for high-net-worth clients.
• Provide advanced planning strategies (estate, gift, wealth transfer).
• Mentor and develop staff; oversee planning, staffing, budgets, and delivery.

Job description

Tax Director – Trust & Estate Practice

$100000 - $150000 per year | Cranford, NJ | Hybrid | Permanent

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!

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.

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.