Director - Trusts & Estates (52192)
About this role
Job DetailsJob Location: White Plains, NY 10604Position Type: Full Time / Experienced LevelSalary Range: $120,000.00 - $240,000.00 Salary/yearJob Category: TaxCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for a Trust & Estate Tax Director to join our Tax Department. As a Trust & Estate Tax Director, you will be responsible for:
Supervise complex estate and high net worth consulting engagements.
Analysis of tax and practical implications of estate plans and trust documents.
Provide effective consulting and planning for high-net-worth individuals.
Supervise complex estate and trust administration.
QC of complex gift and estate tax returns.
Perform tax research to resolve trust and estate issues.
Maintain knowledge of new tax issues and general business trends that affect clients.
Prepare thought leadership ready for external and internal circulation.
Assist with development and refinement of practice and procedures for Trust & Estate Practice.
Assist with learning and development as a course developer and presenter.
Qualifications
10+ years of public accounting experience in the areas of estate tax, fiduciary income tax, estate planning, and trust administration
CPA license or JD required.
A high level of technical tax expertise, tax research skills and experience reviewing complex estate and gift tax returns.
Possess a general understanding of entity taxation including partnerships and S-corporations.
Review of fiduciary accountings a plus.
Experience with international estate planning and foreign trusts a plus.
IRS audit experience a plus.
Excellent written and verbal communication skills.
Ability to work as part of a team, acting as a mentor for junior staff and managing projects effectively across offices.
Energetic with a team-oriented mindset.
Company at a glance
Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms. Since 1979 our daily mission has been to help middle-market companies and high net worth individuals find success in their business and personal financial lives through our proactive guidance, specialized services, and passion for excellence. Rooted in our core values, we deliver a comprehensive, integrated business approach, including tailored insights throughout the lifecycle of our clients. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,300 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. Learn more about Citrin Cooperman at citrincooperman.com.
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
Top Benefits
- Professional development
- Flexible work arrangements
Tired of cold applications?
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Know someone who'd be great for this?