Trust And Estate Partner

Trust and Estate Partner Overview

• The Trust and Estate Partner role offers a leadership opportunity in a hybrid work environment.
• Lead trust, estate, and gift tax services, ensuring compliance and strategic planning.
• Collaborate across departments, integrating individual tax and business advisory services.
• Manage and review multi-state fiduciary filings and trust situs planning.
• Provide expertise in filings of 1041, 706, and gift tax returns.
• Develop and maintain a book of business, driving client relationships and growth.
• Offer estate and trust planning services, ensuring optimal client outcomes.
• Contribute to the firm's strategic direction and leadership initiatives.

Trust and Estate Partner Key Responsibilities & Duties

• Lead trust, estate, and gift tax compliance and advisory services.
• Manage and review filings, including 1041, 706, and gift tax returns.
• Collaborate with individual tax and business advisory teams on shared clients.
• Develop and maintain a book of business, fostering client relationships.
• Provide estate and trust planning expertise to optimize client outcomes.
• Ensure compliance with multi-state fiduciary filings and trust situs planning.
• Mentor and guide team members, promoting professional growth.
• Contribute to the firm's leadership and strategic initiatives.

Trust and Estate Partner Job Requirements

• Bachelor of Science degree in a relevant field; CPA and MST or JD preferred.
• Minimum 15 years of public accounting experience, with 8 years in trust, estate, and gift tax.
• Experience in a partner, principal, or senior manager role managing a T&E book of business.
• Expertise in filings of 1041, 706, and gift tax returns.
• Direct experience in estate and trust planning and multi-state fiduciary filings.
• Strong leadership skills with a focus on cross-department collaboration.
• Ability to manage and grow client relationships effectively.
• Proficiency in trust situs planning and strategic advisory services.