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New York City

    Tax Partner - New York, United States - Tandym Group

    Tandym Group
    Tandym Group New York, United States

    1 week ago

    Tandym Group background
    Description

    A professional services firm in New York City is actively seeking an experienced Tax professional to join their staff as a Tax Partner and focus on Trusts / Estates. In this role, the Tax Partner will be responsible for focusing on trust formation, succession planning, and other wealth transfer strategies.

    Responsibilities:

    The Tax Partner will be responsible for:

    • Assistance with development of long term and short term objectives
    • Reviewing existing multi-generational wealth transfer strategies
    • Financial modeling of alternative strategies
    • Action planning to implement changes
    • Performing other duties, as needed
    Qualifications:
    • 10+ years of recent or current CPA Firm or Family Office experience
    • Bachelor's Degree in Accounting
    • CPA
    • Experience servicing Ultra High Net Worth clients with Trust and Estate planning and compliance services
    • Extensive knowledge of multiple Tax functions
    • 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:
    • Experience with Business Development
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