Trust and Estates Tax Partner, Private Client Group

Phaxis; Boca Raton (FL); On-site; USD 220,000 - 500,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading CPA and Consulting firm is seeking a Trust and Estates Tax Partner to provide strategic tax advisory and compliance services to high-net-worth individuals. This role involves overseeing tax planning, compliance, and business development initiatives while ensuring exceptional client service.

Qualifications

• Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role.

Responsibilities

• Oversee preparation and review of estate, gift, and fiduciary tax returns.
• Monitor and interpret changes in tax laws to ensure compliance.
• Advise clients on tax implications of various financial strategies.

Education

Bachelor’s degree in Accounting, Taxation, or a related field

CPA certification

Job description

Trust and Estates Tax Partner, Private Client Group

Trust and Estates Tax Partner, Private Client Group

1 week ago Be among the first 25 applicants

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

Base pay range

$220,000.00/yr - $500,000.00/yr

Direct message the job poster from Phaxis

A New York City based CPA and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries is hiring for several tax and audit positions. The firm offers a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

We are seeking a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives.

RESPONSIBILITIES:

• Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.).
• Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities.
• Address technical issues and provide guidance on complex trust and estate structures.
• Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters.
• Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust.
• Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning.
• Mentor and develop the team to foster a culture of collaboration and continuous learning.
• Delegate effectively while ensuring work quality and adherence to deadlines.
• Participate in internal training programs to share expertise and enhance team capabilities.
• Lead marketing and networking efforts to attract new clients and expand existing relationships.
• Collaborate with other practice areas to deliver integrated solutions to clients.
• Represent the firm at industry events and conferences.
• Manage risk exposure through thorough review and documentation of tax positions.
• Maintain confidentiality and handle sensitive client matters with discretion.

QUALIFICATIONS:

Education:

• Bachelor’s degree in Accounting, Taxation, or a related field.
• CPA certification preferred.

Experience:

• Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role.

Compensation:

• Competitive annual salary in the range of $220,000 to $500,000, based on individual’s experience level.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Trusts and Estates and Accounting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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