Tax Director – Trust & Estate Practice

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

Benefits offered by this job

Hybrid work schedule

Medical insurance

Dental insurance

Vision insurance

401(k) and profit sharing

FSA/HSA

Life insurance

Parental leave

PTO and holidays

Wellness programs

Professional development & training

Job summary

Jobot is seeking a senior Trust & Estate tax leader to oversee engagements for high-net-worth individuals and families in a premier advisory environment. You will direct tax planning, client advisory, and cross-team collaboration while driving growth of the practice.

Hybrid schedule, leadership influence, and opportunities for business development are offered along with a robust compensation package. Healthcare, retirement plans, and comprehensive benefits are included.

Qualifications

• Lead sophisticated Trust & Estate tax engagements for high-net-worth individuals and families.
• Advise on fiduciary income tax matters and compliance requirements.
• Review complex fiduciary and estate tax filings (1041, 706, 709).
• Mentor and develop staff; oversee engagement planning, staffing, budgets and delivery.

Responsibilities

• Serve as a trusted advisor to high-net-worth clients and family offices.
• Lead Trust & Estate tax compliance and consulting engagements.
• Identify planning opportunities and provide advanced planning strategies.
• Lead business development to grow the Trust & Estate practice.
• Collaborate with attorneys, wealth advisors, and internal tax professionals.

Skills

Trust & Estate tax planning

Leadership

Business development

Client advisory

Cross-functional collaboration

Job description

Job details

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!

This Jobot Job is hosted by: Brad Trombly

Salary: $100,000 - $150,000 per year

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.

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