Trusts & Estates Tax Director for High-Net-Worth Planning

Citrin Cooperman; West Harrison (IN); On-site; USD 120,000 - 240,000; Full time

Job summary

Citrin Cooperman in White Plains, NY is seeking a Trust & Estate Tax Director to join our Tax Department. You will supervise complex estate and high net worth engagements and advise on the tax implications of estate plans and trust documents.

You will provide expert consulting and planning for high-net-worth individuals, oversee trust administration, and ensure quality control of gift and estate tax returns while mentoring junior staff and contributing to practice development.

Qualifications

• 10+ years of public accounting experience in estate tax, fiduciary income tax, and trust administration.
• CPA license or JD required.
• Strong tax research and technical tax expertise.
• Ability to mentor junior staff and manage cross-office projects.

Responsibilities

• Supervise complex estate and high net worth engagements.
• Analyze tax and practical implications of estate plans and trusts.
• Provide consulting and planning for high-net-worth individuals.
• Oversee trust administration and fiduciary accounting.
• QC of complex gift and estate tax returns.
• Conduct tax research to resolve trust and estate issues.
• Maintain knowledge of tax issues and business trends affecting clients.
• Develop and present thought leadership materials.
• Assist with practice development and training initiatives.

Skills

Estate tax

Tax research

Public accounting

Mentorship

Education

CPA license or JD

Job description

Citrin Cooperman in White Plains, NY is seeking a Trust & Estate Tax Director to join our Tax Department. You will supervise complex estate and high net worth engagements and advise on the tax implications of estate plans and trust documents.

You will provide expert consulting and planning for high-net-worth individuals, oversee trust administration, and ensure quality control of gift and estate tax returns while mentoring junior staff and contributing to practice development.