Tax Principal - Trusts & Estates, Private Client Group

LitmanGerson Associates; Walnut Hill (IL); Remote; USD 120,000 - 180,000; Full time

Job summary

A leading firm is seeking a highly experienced Tax Principal to drive growth and manage client relationships in the trusts and estates space. This role involves leading tax return preparation, providing strategic advisory services, and mentoring staff in a remote or flexible setting. The ideal candidate will possess significant expertise in high-net-worth client strategies along with strong communication and organizational skills.

Qualifications

• 10 years of recent experience in gift, estate, and trust tax compliance.
• Demonstrated ability to build and maintain client relationships.
• Advanced proficiency in tax software and Microsoft Office.

Responsibilities

• Lead preparation and review of tax returns, ensuring compliance.
• Conduct research on complex tax issues, providing recommendations.
• Mentor and develop team members to enhance performance.

Skills

Communication

Detail-oriented

Organizational Skills

Team Collaboration

Education

BS/BA in Tax, Accountancy, or related concentration

Master's degree in Tax or Accountancy

CPA or EA certification

Tools

Microsoft Office (especially Excel)

CCH Suite of Products

Job description

LitmanGerson Associates

Remote

USD 120,000 - 180,000

Be among the first applicants.

7 days ago

Reports To | Supervisor

Co-Managing Directors of Tax

Summary of Job Function

The Tax Principal will play an integral role in driving the continued growth of our dynamic firm. This leadership position is for a highly experienced tax professional with deep subject matter expertise in trusts and estates. The role focuses on delivering impactful solutions to high-net-worth clients and their families, building long-term, trusted relationships, and mentoring and developing a high-performing team.

• Lead engagement teams through preparation and review of high-net worth individual, estates, and trust tax returns (Forms 1040, 1041, and 709), with a strong focus on ensuring accuracy and compliance within these complex areas.
• Conduct in-depth research and analysis of complex tax issues, especially those pertaining to high-net-worth individuals and estates and provide clear and concise written conclusions and recommendations.
• Act as a strategic advisor to clients by recommending proactive tax planning, estate planning, and wealth transfer strategies.
• Remain current on changes in tax laws, regulations, and industry trends to ensure compliance and provide proactive solutions to clients.
• Ability to manage client relationships, ensuring timely communication, and maintain high standards of client service and satisfaction.
• Oversee and mentor team members, providing guidance, training, and constructive feedback to foster professional growth.
• Possess comprehensive fiduciary law experience, with the ability to guide clients through complex legal and tax considerations in the gift, estate and trust space.
• Manage multiple priorities and deadlines effectively, especially during peak tax seasons, ensuring that both client and firm expectations are met.
• Develop and maintain trusted client relationships, providing leadership and support to ensure the delivery of comprehensive tax services.
• Participate in firm-wide initiatives and collaborate with other practice areas to provide integrated services.
• Contribute to the overall leadership of the tax service line, including developing goals, strategies, and processes to drive success across the practice.

Education and Experience:

• BS/BA in Tax, Accountancy, or related concentration.
• Master's degree in Tax or Accountancy or related field is a plus.
• CPA or EA certification.
• Minimum 10 years of recent experience in gift, estate and trust tax compliance, with a proven ability to lead and develop client relationships.

Required Qualifications:

• Excellent written and verbal communication skills, with an ability to interact with colleagues, managers, partners, and clients at all levels.
• Detail-oriented, with a collaborative approach to team projects, and the ability to work independently when required.
• Possess exceptional organizational skills and the capacity to handle a high-volume workload.
• Advanced proficiency in Microsoft Office products, especially Excel.
• Demonstrated ability to work efficiently in a technology-driven, paperless environment.
• Experience with the CCH Suite of Products, including Pro-Fx Tax, Document, Portal.

Work Environment and Special Physical Demands:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• This job is performed in an office setting, indoors, and at times travel to one of the other firm locations is required.
• Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines.
• While performing the duties of this Job, the employee is regularly required to stand and walk.
• Talk or hear.
• The employee is occasionally required to sit.
• Overtime may be required to meet project deadlines.

Currently, LGA does not intend to hire candidates who will need, now or in the future, LGA sponsorship.

through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.

LGA is committed to providing an equal opportunity and reasonable accommodation for people with

disabilities. If you require a reasonable accommodation to complete an application, interview, or

otherwise participate in the recruiting process, please email us at [e-mail].

Service Line: Tax, Professional Staff

FLSA Status: Exempt

Location: Any LGA Office (Woburn, MA, Chestnut Hill, MA or Salem, NH) or remote

Employment Type: Experienced

Degree Required: Yes

Direct Reports/Supervisory Responsibility: Multiple, varying levels from Managers-Associate.

Travel: Unless remote status, occasionally between LGA offices and/or client sites.