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    Director of Tax Services - New York, United States - Tandym group

    Tandym group
    Tandym group New York, United States

    1 week ago

    Tandym Group background
    Description

    A New York City-based professional services firm is currently seeking an experienced Tax professional to join their staff as their new Director of Tax Services. In this role, the Director of Tax Services will be responsible for the research, compliance, planning and administration of Estate, Gift and Trust Tax Returns.

    Responsibilities:

    The Director of Tax Services will:

    • Conduct Post-mortem planning, including use of disclaimers, allocation of generation-skipping transfer tax exemption and interface with attorneys, personal representatives, and beneficiaries
    • Understand and implement estate plans to reduce estate and/or gift tax and maximize family wealth, including inter-Vivos trusts, postmortem trusts, and use of annual/life-time exemptions
    • Develop charitable giving strategies to minimize estate, gift, and income tax
    • Review judicial and non-judicial fiduciary accountings for trusts and estates
    • Review federal estate tax returns and applicable state inheritance/estate tax returns
    • Review fiduciary income tax returns and provide planning to minimize taxes
    • Perform other duties, as needed

    Qualifications:

    • 4+ years of Public Accounting experience, including 2+ years of focusing on Estates & Trusts
    • Bachelors Degree in Accounting and/or a related field
    • CPA and/or parts passed
    • Knowledge and ability to research, comply, plan, and administrate Estate, Gift, and Trust tax returns
    • Experience reviewing 1041s, 709s and 706s
    • Experience managing multiple client engagements
    • Microsoft Excel proficient
    • Solid analytical, mathematical, and research skills
    • Great interpersonal skills
    • Excellent communication skills (written and verbal)
    • Strong attention to detail
    • Highly organized

    Desired Skills:

    • Masters Degree in Accounting and/or a related field
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