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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
Min 10 yrs required
Wealth Management, Trust and Estate Tax Technical Lead, Executive Director The candidate will be partner closely with the T&E practice leaders to provide tax technical expertise in the interpretation and application of Federal and State laws and regulations applicable to Wealth Management clients. Subject matter expertise of tax issues impacting trusts and estates, including Federal, state and foreign tax laws, with ability to document and provide guidance and internal advice to T&E practice in a non-tax technical manner as well as ability to interface with clients, as needed, on tax-related matters. Monitor changes in US and foreign tax legislation and collaborate with external preparers on the interpretation and application of legislative changes impacting the T&E clients. Working with internal partners, development and oversight of tax policies impacting tax returns filed for T&E clients. Collaboration with internal partners on new trust structures, review of trust documents for purposes of trust classification and other T&E policy matters. Ensure proper discipline around client data and regulatory requirements. Escalation and resolution of tax-related issues arising across T&E practice. Intermediary between T&E practice and external preparers for resolution of tax-related issues. Collaboration with Operational Tax team and external preparers on special projects such as technology solutions. Manage a team of tax professionals providing mentorship and career development. Must have 10+ years experience in Trust and Estate tax either in the financial services industry or other professional organization. Should preferably have Advanced degree or other designation (MST, JD degree, CPA). Experience managing professionals in a business environment is required. Strong Microsoft Office skills including excel and powerpoint is must.
Ref: 180029157
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