Job Title: Estate, Gift & Trust Tax Partner
Job Responsibilities:
- Serve as a trusted advisor delivering strategic estate, gift, and trust tax solutions to ultra-high net worth clients.
- Lead and manage multiple client service teams across consulting, compliance, and controversy engagements.
- Provide technical oversight and risk management on complex tax matters, ensuring exceptional quality and compliance.
- Identify and capitalize on new business opportunities through networking, relationship development, and market insight.
- Coach, mentor, and develop next-generation leaders within the practice.
- Collaborate with fellow Partners to align growth strategies, share insights, and leverage capabilities across the company.
- Remain at the forefront of estate, gift, and trust legislative and regulatory developments impacting private clients.
Education and Experience Information:
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- CPA or JD required.
- 12+ years of relevant experience in public accounting, law, or family office environments.
- Deep technical expertise in estate, gift & trust taxation, with a consultative approach to client engagement.
- Proven leadership in managing teams, mentoring professionals, and leading complex projects.
- Strong interpersonal and communication skills; able to influence, inspire, and lead.
- Entrepreneurial mindset with a track record of growing client relationships and revenue streams.
- Demonstrated collaboration across service lines and ability to innovate in client service delivery.
Salary Information:
The salary range for this role considers various factors, including skills, experience, education, certifications, and location. The salary range for this job is estimated to be $200, - $600, per year, with actual pay within this range determined by the specific qualifications and experience of the candidate.
Additional Information:
- The company offers a comprehensive total rewards package, which includes competitive compensation and benefits.
- The company values flexibility, integrity, and impact, encouraging personal and professional growth.
- Employees are expected to uphold the company's values of Care, Trust, Courage, and Stewardship, and act ethically and with integrity at all times.
Company Overview:
The company is one of the largest public accounting, consulting, and technology firms in the United States, providing audit services to public and private entities as well as tax, advisory, risk, and performance services. It is recognized as one of the best places to work in the country and serves clients worldwide as an independent member of a large global accounting network. The company is committed to providing equal employment opportunities and prohibits discrimination and harassment of any kind. It also considers all qualified applicants, including those with criminal histories, in compliance with applicable state and local laws.
