Estate and Trust Tax Director for a Respected Accounting Firm

Our client is a mid-sized accounting firm with a people-first culture that takes pride in a highly personalized accounting experience. Their approach allows for the personal touch of a small firm with the resources of a national organization. They are seeking an ambitious Estate and Trust Tax Director to lead their Managers and Senior/Staff Accountants and to serve as the primary contact for their large and diverse client base.
- Serve as the main point of contact for client base--lead client meetings, manage discussion regarding planning opportunities/exposures, and generally advocate for the firm
- Oversee training of Managers, Seniors, and Staff Accountants, provide timely feedback, and delegate projects as needed
- Lead marital deduction, asset allocation, and 6166 elections
- Collaborate with the firm's Partner on projects, planning, and research as needed
- Meticulously document any and all positions or exposures, draft client proposals and develop presentations
- Take on IRS audits, sign all forms of tax returns, and handle billing and due date list without supervision
- Bachelor's degree in finance, accounting, economics, or related field, required
- CPA JD or EA license, required
- Demonstrated track record of leadership in a management position for at least 3+ years
- Proven knowledge and experience in reviewing estate tax, gift tax, and income tax returns
- "Big picture" mindset, with the ability to look at moving parts as a whole and manage projects in a timely manner
- Advanced research and presentation skills
- Become an advocate for the firm and embrace the firm's values, both inside and outside of the office
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