Job Description
RESPONSIBILITIES INCLUDE :
- Be a leader within the Private Client Service / Estate and Trust practice of the Firm
- Develop, supervise and mentor members of the Private Client Service / Estate and Trust team
- Coordinating tax compliance and planning responsibilities for our multistate environment
- Maintaining visibility in the Estate and Trust community
- Maintaining existing business relationships and cultivating new ones
- Maintaining relationships with and advise clients in Estate and Trust matters
- Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax
Qualifications
- Significant experience providing gift and estate planning strategies to high-net-worth clients
- Significant experience in working with estate tax, gift tax and fiduciary income tax returns;
- Knowledge of fiduciary accounting concepts
- Technical expertise in relevant areas
- Ability to provide seamless, integrated services to clients
- Strong project management skills
- Excellent written and verbal communication skills
Job Tags
Full time,