We are looking for a Tax Director to lead sophisticated trust and estate tax engagements in Plainview, New York. This position focuses on advising high-net-worth individuals and families on estate planning, fiduciary taxation, and related compliance matters while providing strong technical oversight across complex client work. The role also offers the opportunity to contribute to practice development, mentor team members, and help shape high-quality tax guidance for both internal and external audiences.
Responsibilities:
- Lead and review complex trust, estate, and gift tax engagements for high-net-worth clients, ensuring technical accuracy and timely delivery.
- Advise clients on the tax consequences and practical considerations of estate plans, trust structures, and related wealth transfer strategies.
- Oversee estate and trust administration matters, offering guidance on compliance obligations and operational requirements.
- Conduct detailed tax research to address fiduciary, estate, and transfer tax questions and develop well-supported recommendations.
- Review intricate gift, estate, and fiduciary tax filings to maintain quality standards and compliance with applicable regulations.
- Monitor legislative developments and broader business issues that may affect client planning strategies and filing positions.
- Create insightful tax content and thought leadership materials for distribution to clients, colleagues, and the broader market.
- Support the enhancement of trust and estate practice methods, workflows, and internal standards to improve consistency and effectiveness.
- Contribute to staff development by designing training materials, presenting technical sessions, and mentoring entry-level professionals.
- 10+ years of public accounting experience focused on estate tax, fiduciary income tax, estate planning, and trust administration.
- CPA license or Juris Doctor required.
- Deep technical knowledge of trust and estate taxation, including experience researching complex issues and reviewing advanced estate and gift tax returns.
- Working understanding of entity taxation, including partnerships and S corporations.
- Strong written and verbal communication skills with the ability to explain complex tax matters clearly.
- Demonstrated success managing projects, collaborating across teams or offices, and guiding less experienced staff.
- Experience reviewing fiduciary accountings is preferred.
- Exposure to international estate planning, foreign trusts, or audit-related work is a plus.