Trusts & Estates Tax Director — Flexible Leader

Citrin Cooperman; Florham Park (NJ); On-site; USD 150,000 - 230,000; Full time

Job summary

Citrin Cooperman seeks a Trust & Estate Tax Director to lead engagements within our Tax Department in New Jersey. You will supervise complex estate and trust matters for high-net-worth clients, conduct tax research, and provide strategic planning and leadership to junior staff across offices.

Ideal candidates have 10+ years in estate tax and fiduciary income tax, CPA or JD, and strong communication skills. International experience and IRS audit exposure are a plus, with a collaborative,

Qualifications

• 10+ years of public accounting experience in estate tax and fiduciary income tax.
• CPA license or JD required.
• Strong tax research skills and ability to review complex estate and gift tax returns.
• Understanding of partnerships/S-corporations and international estate planning.

Responsibilities

• Supervise complex estate and high net worth consulting engagements.
• Analysis of tax and practical implications of estate plans and trust documents.
• Provide effective consulting and planning for high-net-worth individuals.
• Supervise complex estate and trust administration.
• QC of complex gift and estate tax returns.
• Perform tax research to resolve trust and estate issues.
• Maintain knowledge of new tax issues and general business trends that affect clients.
• Prepare thought leadership ready for external and internal circulation.
• Assist with development and refinement of practice and procedures for Trust & Estate Practice.
• Assist with learning and development as a course developer and presenter.

Skills

Technical tax expertise

Communication skills

Mentoring / leadership

Education

CPA license

JD

Job description

Citrin Cooperman seeks a Trust & Estate Tax Director to lead engagements within our Tax Department in New Jersey. You will supervise complex estate and trust matters for high-net-worth clients, conduct tax research, and provide strategic planning and leadership to junior staff across offices.

Ideal candidates have 10+ years in estate tax and fiduciary income tax, CPA or JD, and strong communication skills. International experience and IRS audit exposure are a plus, with a collaborative,