Tax Senior - Estate, Gift & Trust

Job description

JOB SUMMARY: The Estate, Gift, and Trust Senior Professional plays a pivotal role in delivering sophisticated tax compliance and planning services to high-net-worth clients, families, and their advisors. You will oversee complex tax engagements, manage client relationships, mentor junior staff, and provide expert guidance on estate, gift, and trust tax matters. This position offers a rewarding opportunity to develop your career in a specialized and high-impact area of tax. JOB DESCRIPTION: Tax Compliance and Review: Prepare and review advanced estate, gift, and trust tax returns (Forms 706, 709, 5227 and 1041) Ensure compliance with all relevant federal, state, and local tax regulations Address technical tax issues and ensure accuracy and timeliness of all deliverables Tax Planning and Advisory Services: Develop and implement tax planning strategies to minimize tax liabilities and maximize wealth preservation Collaborate with clients, attorneys, and financial advisors to craft customized estate and trust plans Provide strategic recommendations to clients based on their unique goals and financial situations Client Engagement and Relationship Management: Serve as the primary point of...