- Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns.
- Build and maintain strong relationships with high-net-worth clients and their families.
- Understand clients' financial goals, objectives, and family dynamics.
- Provide expert advice on trust and estate planning strategies tailored to individual client needs.
- Provide guidance, training, and support to team members.
- Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals.
- Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives.
- Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents.
- Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes.
- Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors.
- Stay updated on changes in tax laws and advise clients on tax-efficient strategies.
- Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients.
- Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs.
- Work with legal counsel to resolve disputes and challenges related to trusts and estates.
- Bachelor's degree in law, accounting, finance, or related field.
- A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is a big plus.
- 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients.
- Strong knowledge of trust and estate laws, tax laws, and regulations.
- Excellent leadership and team management skills.
- Exceptional communication and interpersonal skills for building and maintaining client relationships.
- Detail-oriented with a high level of accuracy in work.
- Ability to analyze complex financial situations and develop customized solutions.
- Strong organizational skills and ability to manage multiple client relationships and projects simultaneously.
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Omm IT Solutions East Orange, United StatesPlease Note: · Minimum of 5 years of experience in HUD compliance and tax credit compliance, with specific knowledge of Low-Income Tax Credit Housing (LITCH). · Must speak Spanish · Relocation Assistance: No relocation assistance will be provided (Need only locals). · Responsibi ...
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77 Consultants New York, United StatesJob Description · Job DescriptionJob Role: Tax Director · Position Overview: · The Tax Director is a pivotal figure within the accounting firm, responsible for the strategic oversight of our tax department. This role involves not only supervising and guiding our dedicated tax sta ...
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Spartan Placements, LLC New York, United StatesJob Description · Job DescriptionTax Director- Technology & Professional Services · RESPONSIBILITIES: · Identify and propose solutions to problems on technical issues that arise. · Ability to think analytically and identify unusual or inconsistent fluctuations. · Develop and unde ...
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CyberCoders New York, NY, United StatesNew York, NY Full-time $200, $295,000.00Posted 08/31/2023We are an accounting and advisory firm for high-net-worth individuals, businesses, and entrepreneurs looking for sound accounting, tax, and advisory solutions. Our leadership prides itself on delivering the experience, expe ...
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EisnerAmper New York, United States Regular, Full time· Job Description · Tax Director- Financial Services (Asset Management) · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned profe ...
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PwC New York, United States Full timeA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time tha ...
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The Goodkind Group New York, United StatesMUST HAVE CPA and some TAX Provision experience to be considered · Public and MBA both preferred but not required+++ · FOUR DAYS IN NYC OFFICE A MUST · Preparing global corporate income tax provision schedules · • Preparing tax related financial statement information · • Mai ...
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Aligned Solutions Inc Jacksonville Beach, United StatesJob Description · Job Description · A Public Accounting and advisory firm is looking for a Tax Director to join their team. This is one of the rare accounting firms that values work-life balance - May through December the office is closed on Fridays. · The candidate will: · Rev ...
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Tax Director
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AlTi Tiedemann Global New York, United StatesCompany Description · AlTi Tiedemann Global ("ALTi") is a NASDAQ listed global wealth and alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions. The firm currently manages or advises on over $68bn in combined assets and has ...
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Associate Tax Director
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AIG - American International Group, Inc. New York, United StatesPerform quarterly forecasting and year-end provision processes with respect to the computation of Subpart F income, GILTI, Section 986 c/987 gain/loss, dividends analysis and permanent reinvestment plans. Manage quarterly projections for Foreign Sour Tax, Director, Associate, Int ...
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Associate Tax Director
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American International Group New York, United StatesAssociate Tax Director - U.S. International Tax Team · New York, NY · AIG Tax team is seeking an Associate Tax Director in our New York office location. This position supports U.S. International Tax team which is part of Global U.S. Tax Reporting & Analysis team. The role serves ...
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Senior Tax Director
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Geller & Company, LLC New York, United StatesFounded in 1984, Geller & Company provides strategic financial, tax, and consulting services to individuals and companies who rely on our firm for independent and cross-disciplinary advice. Headquartered in Manhattan, Geller & Company employs more than 300 professionals to help s ...
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Warner Bros. Discovery New York, United States Full timeEvery great story has a new beginning, and yours starts here. · Welcome to Warner Bros. Discovery... the stuff dreams are made of. · Who We Are... · When we say, "the stuff dreams are made of," we're not just referring to the world of wizards, dragons and superheroes, or even to ...
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Tax Director, Federal Income Tax
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Warner Bros. Discovery New York, United States Full timeEvery great story has a new beginning, and yours starts here. · Welcome to Warner Bros. Discovery... the stuff dreams are made of. · Who We Are... · When we say, "the stuff dreams are made of," we're not just referring to the world of wizards, dragons and superheroes, or even ...
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Tax Advisory Director
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Morgan Stanley New York, United States Full timeWe're seeking someone to join our team as a Tax Advisory Director in Wealth Management Operations to perform advisory on tax reporting/withholding relating to equities, preferred stock, publicly traded partnerships, debt securities and distributions along with mergers and tender ...
Tax Director - New York, United States - 77 Consultants
Description
Job Description
Job DescriptionThe firm seeks a Senior Manager/Director with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager/Director plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.
Locations- New York, NY, Uniondale, NY
RESPONSIBILITIES:
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Education:
Experience:
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