The firm seeks a Senior Manager/Director with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client’s other financial advisors, and fostering strong client relationships. The Senior Manager/Director plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.
Locations- New York, NY, Uniondale, NY
RESPONSIBILITIES:
Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns
Build and maintain strong relationships with high-net-worth clients and their families
Understand clients' financial goals, objectives, and family dynamics
Provide expert advice on trust and estate planning strategies tailored to individual client needs
Provide guidance, training, and support to team members
Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family’s goals
Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives
Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents
Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes
Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors
Stay updated on changes in tax laws and advise clients on tax-efficient strategies
Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients
Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs
Work with legal counsel to resolve disputes and challenges related to trusts and estates
QUALIFICATIONS:
Education:
Bachelor’s degree in law, accounting, finance, or related field.
A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is a big plus
Experience:
8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients
Strong knowledge of trust and estate laws, tax laws, and regulations
Excellent leadership and team management skills
Exceptional communication and interpersonal skills for building and maintaining client relationships
Detail-oriented with a high level of accuracy in work
Ability to analyze complex financial situations and develop customized solutions
Strong organizational skills and ability to manage multiple client relationships and projects simultaneously
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Seniority level
Executive
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Internet Publishing
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