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