Tax Director- Trust & Estates
Spartan Placements, LLC
Job Description
Job Description
Tax Director- Trust & Estate
New York, NY or Woodcliff, NJ | Hybrid
This is an opportunity for a seasoned Trust & Estate professional to take on a meaningful leadership role while continuing to work directly with sophisticated high-net-worth individuals, families, trusts, and estates. The position combines advanced tax planning, client advisory, technical leadership, and team development , with the opportunity to help shape and grow the practice.
Qualities:
* 10+ years of public accounting experience focused on Trust & Estate taxation.
* Active CPA or EA required (MST, JD, or LLM in Taxation is a plus).
* Deep knowledge of fiduciary, estate, gift, and generation-skipping transfer tax.
* Experience advising high-net-worth individuals, families, trusts, and estates.
* Strong leadership, relationship-building, and communication skills.
* Ability to work in-office at least 3 days per week.
Responsibilities:
* Advise clients on estate, gift, trust, and wealth transfer planning strategies.
* Review complex fiduciary, estate, and gift tax returns while ensuring technical accuracy and compliance.
* Partner with attorneys, wealth advisors, and other professionals to deliver comprehensive planning solutions.
* Mentor and develop team members while overseeing engagement quality and deadlines.
* Build client relationships, identify growth opportunities, and stay ahead of changing tax legislation.
Why This Opportunity?
* Work with sophisticated high-net-worth clients on complex planning strategies.
* Lead and shape a growing Trust & Estate practice.
* Mentor future leaders while expanding your own career and professional network.
* Make a meaningful impact through strategic client advisory work beyond tax compliance.
Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.
$148.75k - $201.25k
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