Support PDF,DOC,DOCX,TXT,XLS,WPD,HTM,HTML fils up to 5MB
Date Last Verified
Years of Experience
ProfileTax Director-Gift, Estate and Trust The candidate will 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 companyâ€™s wealth advisory practice and other client professionals, such as, attorneys.
Qualification and Experience
The candidate should have CPA certification and/or J.D. Should have Bachelorâ€™s or Masterâ€™s Degree in Accounting or related field. Must have 8+ yearsâ€™ experience in trust, estate, gift and individual tax planning and compliance. Should have advanced technical knowledge of tax concepts and the ability to apply these services to various client situations. Must have analytical, creative approach to effectively manage engagements and guide the decision-making process,. Should have excellent client service with an ability to expand services with existing clients and work seamlessly with other service professionals.
3000 Northup Way
Bellevue, WA 98004-1446