Tax Partner - Trust & Estate

The Tax Partner is responsible for managing clients in the Trust & Estate practice. This individual will manage client relationships to exceed client satisfaction while maintaining quality standards of excellence and best practices and will also be responsible for building, developing and managing a book of business to meet goals and objectives.

Essential Duties

• Expert in Trust & Estate Planning; Estate, Trust & Gift Tax Compliance Services and; Individual income tax and foreign financial reporting.
• Oversee managers, supervisors, senior associates, and staff.
• Focus on and drive Trust & Estate offerings throughout the Firm.
• Actively participate in people development.
• Maintain operational excellence (billing, collections, personnel management, scheduling, and related administrative responsibilities).
• Technical responsibility for quality and financial performance on his/her tax clients.
• Collaborate and represent Firm to clients and prospects in the marketplace.
• Work across all regions as a collaborator and leader within the respective function.
• Substantial responsibility in overseeing client service delivery of solutions for clients and collaborate to introduce other service offerings.
• Use industry knowledge, experience, depth of technical knowledge and strong collaborative expertise to add knowledge, value, and executive leadership.
• Develop business plans, leading and developing personnel in their interactions with clients in the marketplace.
• Assist in building, developing, and managing a book of business to meet goals and objectives.
• Use professional network and existing relationships to actively develop new business for the respective area as well as extend opportunities to other lines of business within the Firm.
• Effectively manage client relationships to exceed client satisfaction.
• The Partner will be responsible for maintaining quality standards of excellence and best practices.
• Demonstrate exceptional leadership skills and proven success in managing and motivating teams.
• Exercise the highest levels of leadership and mentorship.
• Successfully integrate strategies defined by the Firm.
• Attract, develop and retain talent.
• Ensure the continuous professional development of staff is being met.

Qualifications

• BA/BS degree in Accounting required.
• Advanced degree a plus (e.g., MST, JD, LLM).
• Active CPA license required.
• 10+ years of progressive experience in public accounting required.
• Extensive experience in Tax Advisory and Planning and Trust, Estate & Gift planning and compliance required.
• Ability to establish and maintain excellent client relationships.
• Strong accounting and analytical skills.
• Proficient with computer software packages and platforms including Microsoft Office Suite, ProSystems and CCH.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to travel locally to client and other PKFOD office locations when necessary.

PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

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