Address
Form of work
SalaryEssential Duties Include the Following:
Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.
Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.
Take on the primary review of complex tax returns and maintain regular communication with clients.
Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
Provide training and supervision to staff members, including reviewing and evaluating their work.
Occasional local travel to clients' locations may be required.
Actively solicit new client relationships
Participate in client/potential client seminars to expand networking opportunities.
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
Hold self and direct reports responsible for achieving developmental goals.
Job Type: Full-time
Salary: $150,000.00 - $175,000.00 per year
Schedule:
- Monday to Friday
Experience:
- Estate Trust: 4 years (Required)
- Gift Tax: 4 years (Preferred)
Work Location: On the road
