Ability to prioritize and manage multiple tasks in a fast-paced, deadline-driven environment.
Salary Information:
The salary range for this position is $80,000-$120,000, commensurate with experience.
Job Title:
Director of Estate Planning Tax Services
Experience Information:
At least 5 years of experience in estate and gift tax planning, preferably in a law firm or CPA firm setting.
Law Firm Seeking Experienced Director of Estate Planning Tax Services
H1: Join Our Team as a Director of Estate Planning Tax Services
H2: Make a Meaningful Impact with **Members Only**
Bullet Points:
- Seeking experienced Certified Public Accountant (CPA) with a specialization in Estate and Gift Tax and Fiduciary Income Tax
- Play a critical role in providing expert counsel on estate and gift tax matters to clients
- Prepare and review complex estate, gift, and fiduciary income tax returns
- Conduct tax research and analysis to identify tax-saving opportunities and mitigate risks
- Advise clients on tax implications of wealth transfer and succession planning
- Stay up to date on changes and best practices in estate and gift tax laws
- Provide innovative solutions to clients' tax-related challenges
- Maintain strong relationships with clients and effectively communicate complex tax concepts
- CPA accreditation and at least 5 years of experience in estate and gift tax planning required
- In-depth knowledge of estate, gift, and fiduciary income tax laws
- Strong proficiency in tax research software and MS Excel
- Excellent analytical and problem-solving abilities
- Strong attention to detail and ability to work in a fast-paced, deadline-driven environment
- Exceptional communication and interpersonal skills
Salary Information:
- Salary range of $80,000-$120,000, commensurate with experience
H2: Qualifications and Responsibilities
H3: Qualifications:
- CPA accreditation
- At least 5 years of experience in estate and gift tax planning, preferably in a law firm or CPA firm setting
- In-depth knowledge of estate, gift, and fiduciary income tax laws
- 706, 709, and 1041 tax preparation experience
- Proficiency in tax research software
- Strong skills and experience with MS Excel
H3: Responsibilities:
- Collaborate with clients and attorneys to formulate estate and gift tax strategies
- Prepare and review complex estate, gift, and fiduciary income tax returns
- Conduct tax research and analysis to identify potential tax-saving opportunities and mitigate potential risks
- Assess and evaluate clients' financial information
- Advise clients on tax implications associated with wealth transfer and succession planning
- Stay up to date on changes and best practices in estate and gift tax laws and regulations
- Provide innovative solutions to clients' tax-related challenges
- Maintain strong relationships with clients
- Excellent communication and interpersonal skills
- Ability to prioritize and manage multiple tasks in a fast-paced, deadline-driven environment
Join Our Team as a Director of Estate Planning Tax Services at **Members Only**
**Members Only** is seeking an experienced Certified Public Accountant (CPA) specializing in Estate and Gift Tax and Fiduciary Income Tax. As a key member of our estate planning and tax teams, you will play a critical role in providing expert counsel on estate and gift tax matters to our clientele. You will also work closely with our clients in preparing fiduciary income tax returns for trusts and estates. This is a unique opportunity to work in our Grand Rapids or Birmingham office alongside a group of talented professionals and make a meaningful impact in the lives of our clients.
Responsibilities:
- Collaborate with clients and attorneys to formulate estate and gift tax strategies
- Prepare and review complex estate, gift, and fiduciary income tax returns, ensuring accuracy and compliance with all regulations and guidelines
- Conduct tax research and analysis to identify potential tax-saving opportunities and mitigate potential risks
- Assess and evaluate clients' financial information, including individual and trust income tax returns, financial statements, and various investment portfolios
- Advise clients on the tax implications associated with wealth transfer and succession planning
- Stay up to date on the latest changes and best practices in estate and gift tax laws and regulations
- Provide innovative solutions to clients' tax-related challenges, helping them optimize their financial goals
- Maintain strong relationships with clients, leveraging excellent communication skills to clearly explain complex tax concepts and strategies
Qualifications:
- CPA accreditation is required
- At least 5 years of experience in estate and gift tax planning, preferably in a law firm or CPA firm setting
- In-depth knowledge of estate, gift and fiduciary income tax laws
- 706, 709, and 1041 tax preparation experience
- Proficiency in tax research software
- Strong skills and experience with MS Excel
- Strong analytical and problem-solving abilities, with the capability to identify potential tax issues and offer practical solutions
- Excellent attention to detail, ensuring accuracy and compliance with regulatory requirements
- Demonstrated ability to work collaboratively within a team environment, supporting attorneys and colleagues with tax expertise
- Exceptional communication and interpersonal skills, allowing for effective interaction with clients and colleagues
- Ability to prioritize and manage multiple tasks in a fast-paced, deadline-driven environment
Salary Information:
The salary range for this position is $80,000-$120,000, commensurate with experience. Join our team at **Members Only** as a Director of Estate Planning Tax Services and make a meaningful impact in the lives of our clients. Apply now to be a part of our talented team and help clients achieve their financial goals through expert estate and gift tax planning.
