Tax Director- Trust & Estate

AOB Recruitment • New York, NY

3d • Hybrid

About The Position

This role involves advising high-net-worth individuals, families, trustees, and executors on complex Trust & Estate matters. The position requires providing comprehensive estate, gift, trust, and wealth transfer planning, including succession and charitable strategies. A key responsibility is reviewing complex fiduciary, estate, and gift tax returns to ensure technical accuracy and compliance. The role also includes researching and advising on federal, state, and local tax issues impacting trusts and estates. Furthermore, the Tax Director will lead and develop the Trust & Estate practice, focusing on identifying business development and growth opportunities, building strong client relationships, and participating in proposals and client presentations. Mentoring and developing staff and managers, along with providing technical guidance and oversight, are also crucial aspects of this position.

Requirements

• 10+ years of public accounting experience with a strong focus on Trust & Estate taxation.
• Active CPA or EA required.
• Deep knowledge of fiduciary income, estate, gift, and generation-skipping transfer taxation.
• Experience advising high-net-worth individuals, families, trusts, and estates.
• Strong technical research, tax planning, and problem-solving skills.
• Proven leadership and team development experience.
• Excellent communication, relationship-building, and client advisory skills.
• Ability to manage multiple priorities and contribute to practice growth.
• Bachelor's degree in Accounting or related field required.
• Proficiency with Microsoft Office and tax research platforms.

Nice To Haves

• MST, JD, or LLM in Taxation a plus.
• ProSystem fx experience a plus.

Responsibilities

• Advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate matters.
• Provide estate, gift, trust, and wealth transfer planning, including succession and charitable strategies.
• Review complex fiduciary, estate, and gift tax returns and ensure technical accuracy and compliance.
• Research and advise on federal, state, and local tax issues impacting trusts and estates.
• Lead and develop the Trust & Estate practice, including identifying business development and growth opportunities.
• Build and maintain strong client relationships and participate in proposals and client presentations.
• Mentor and develop staff and managers while providing technical guidance and oversight.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior