Tax Director - Trusts & Estates

Jobot; Huntsville (AL); Hybrid; USD 185,000 - 225,000; Full time

Job summary

Join a mid-sized CPA firm as a Tax Director, where you'll leverage your expertise in fiduciary tax issues and Trust & Estate taxation. This role offers a hybrid work schedule and generous PTO, allowing you to maintain a healthy work-life balance. You'll engage in tax planning for high-net-worth clients and oversee the preparation of various tax returns, making a significant impact on client success. With a commitment to professional development, the firm provides paid continuing education and comprehensive health benefits. This is an exciting opportunity to advance your career in a supportive environment.

Benefits

401(k) plan with company match

Paid continuing education

100% paid health, dental, & vision insurance

4+ weeks of PTO

Hybrid work schedule

Qualifications

• 8+ years of public accounting experience required.
• In-depth expertise in Trust & Estate taxation is essential.

Responsibilities

• Prepare and review fiduciary, gift, estate, and business tax returns.
• Manage client relationships and guide staff accountants.

Skills

Fiduciary Tax Expertise

Tax Planning

Research Skills

Client Relationship Management

Education

Bachelor's in Accounting

Active CPA Certification

Job description

5 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$185,000.00/yr - $225,000.00/yr

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

Tax Director opportunity with a mid-sized CPA firm!

This Jobot Job is hosted by Zach Allison

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $185,000 - $225,000 per year

A Bit About Us

We have partnered with a mid-sized CPA firm looking to hire a Tax Director with Trust & Estate experience to join their team. You'll work on fiduciary income tax returns and be involved in preparing business and individual returns as well. This role includes managing client relationships and guiding staff accountants on engagements, especially in fiduciary-related situations.



Why join us?

• Hybrid work schedule
• 4+ weeks of PTO
• 401(k) plan with company match.
• Paid continuing education
• 100% paid health, dental, & vision insurance
• And more!
  
  

Job Details

Responsibilities

• Expertise in gift, estate, and fiduciary tax issues, with strong research and documentation skills.
• Preparation and review of fiduciary, gift, estate, individual, and business tax returns.
• Fiduciary accounting for estates and trusts.
• Tax planning and consulting for high-net-worth clients.
  
  

Minimum Qualifications To Be Considered

• Bachelor's in Accounting, Finance, or related field
• Active CPA certification
• 8+ years of public accounting experience
• In-depth expertise in Trust & Estate taxation
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting, Financial Services, and Banking

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