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Years of Experience
Date Last Verified
Tax Director-Gift, Estate & Trust Duties: Develop phenomenal client relationships by delivering a full range of gift, estate and trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection, reviewing trust, estate, gift and high net worth individual income tax returns and collaborating with wealth advisory practice and other client professionals, such as, attorneys. Play a key role in building the Southwest Region’s PCT practice by strengthening existing client relationships and mentoring team members.
Qualification and Experience
Requirements: Bachelor’s or Master’s Degree in Accounting or related field. 5+ years’ experience in trust, estate, gift and individual tax planning and compliance. CPA certification and/or JD Degree . Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations. Analytical, creative approach to effectively manage engagements and guide the decision-making process. Excellent client service with an ability to expand services with existing clients.
Requisition No. 17-0896
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