Tax Director - Trust & Estate (Consulting Focused) - Remote

Overview

The Tax Director will provide tax compliance and consulting services to clients in the Estate, Gift, and Trust sectors, ensuring effective planning and administration.

In Short

• Provide tax compliance and consulting services to Estate, Gift, and Trust clients.
• Develop innovative planning ideas to exceed client expectations.
• Oversee complex tax research projects.
• Work with clients to minimize tax obligations.
• Supervise tax staff and manage service delivery.
• Establish relationships with estate attorneys and advisors.
• Build and manage client relationships.
• Generate new business through networking.
• Manage financial performance of practice.
• Act as a coach and mentor to staff.

Requirements

• Licensed CPA and/or attorney.
• 15+ years of experience in public accounting or law.
• BS/BA in Accounting, JD, or LLM preferred.
• Understanding of Estate, Trust, and Gift planning.
• Experience with Trust Administration.
• Strong analytical, research, and problem-solving skills.
• Excellent communication and presentation skills.
• Able to manage multiple complex projects.
• Ability to create relationships with professionals.
• Strong proficiency in Microsoft Office and tax programs.

Benefits

• People-centered culture and flexible work environment.
• Recognition as a top workplace in the Bay Area.
• Opportunities for professional development.
• Supportive team atmosphere.
• Access to resources of a large accounting firm.