Tax Partner - Trusts/Estates - Private Client Services - Tandym Group : Job Details

A professional services firm in New York City is actively seeking an experienced Tax professional to join their staff as a Tax Partner and focus on Trusts / Estates. In this role, the Tax Partner will be responsible for focusing on trust formation, succession planning, and other wealth transfer strategies. Responsibilities: The Tax Partner will be responsible for:

• Assistance with development of long term and short term objectives
• Reviewing existing multi-generational wealth transfer strategies
• Financial modeling of alternative strategies
• Action planning to implement changes
• Performing other duties, as needed

Qualifications:

• 10+ years of recent or current CPA Firm or Family Office experience
• Bachelor's Degree in Accounting
• CPA
• Experience servicing Ultra High Net Worth clients with Trust and Estate planning and compliance services
• Extensive knowledge of multiple Tax functions
• Microsoft Excel proficient
• Solid analytical, mathematical, and research skills
• Great interpersonal skills
• Excellent communication skills (written and verbal)
• Strong attention to detail
• Highly organized

Desired Skills:

• Experience with Business Development