CPA Licensed Tax Director

A company is looking for a Tax Director focused on Trust & Estate consulting services.

Key Responsibilities

Provide tax compliance and consulting services to Estate, Gift, and Trust clients

Oversee complex tax research projects and supervise tax staff to ensure timely service delivery

Develop relationships with estate attorneys and manage client relationships to generate new business

Required Qualifications

Licensed CPA and / or attorney

15+ years of experience in public accounting or law firm specializing in tax and estate planning

BS / BA degree in Accounting, JD, or LLM (Master in Tax preferred)

Understanding of Estate, Trust, and Gift planning concepts

Experience in Trust Administration