Tax Director / Principal / Partner – Trust & Estate Practice

Overview

A rapidly growing Top 200 public accounting firm is seeking an experienced Trust & Estate Tax Director, Principal, or Partner to lead and expand its Private Client Services practice. The firm serves high-net-worth individuals, multi-generational families, privately held businesses, trusts, estates, and family offices, with a nationally recognized tax practice focused on complex client challenges.

This role offers the opportunity to work fully remote from anywhere in the United States and to play a key role in shaping strategy, mentoring future leaders, and driving practice growth.

Responsibilities

• Lead complex trust, estate, gift, and high-net-worth individual tax engagements
• Develop sophisticated wealth transfer and estate planning strategies for multi-generational families
• Advise clients on trust structures including dynasty trusts, GRATs, SLATs, ILITs, charitable planning vehicles, and generation-skipping transfer tax matters
• Review fiduciary income tax returns, estate tax returns, gift tax returns, and complex individual tax returns
• Provide guidance on business succession planning, liquidity events, and ownership transitions
• Collaborate with attorneys, family offices, wealth advisors, and other trusted advisors to develop integrated planning strategies
• Consult on trust funding, trust administration, fiduciary accounting, and beneficiary planning matters
• Assist clients in navigating federal and state estate, gift, and fiduciary tax issues
• Develop and strengthen client relationships while identifying opportunities for expanded services
• Mentor and develop managers, senior managers, and emerging leaders within the practice
• Contribute to practice development initiatives, thought leadership, and strategic growth efforts

Requirements

• CPA required; MST, JD, LLM, or other advanced credentials are highly valued
• 12+ years of progressive tax experience within public accounting
• Significant experience leading Trust & Estate or Private Client Services engagements
• Strong technical background serving high-net-worth and ultra-high-net-worth families
• Demonstrated expertise in advanced wealth transfer planning strategies
• Experience reviewing complex fiduciary, estate, gift, and individual tax returns
• Proven ability to develop and maintain client relationships
• Prior experience leading teams and mentoring tax professionals
• Interest in practice development, business development, and long-term firm leadership

Preferred Technical Expertise

• Trust and Estate Taxation (Forms 1041, 706, and 709)
• Fiduciary Income Tax Planning
• Estate and Gift Tax Planning
• Generation-Skipping Transfer Tax (GST)
• Wealth Transfer Strategies
• Family Limited Partnerships (FLPs) and Family LLC Structures
• Grantor and Non-Grantor Trust Planning
• GRATs, SLATs, IDGTs, CRTs, CLTs, and ILITs
• Estate Freeze Techniques
• Business Succession Planning
• Trust Funding and Administration
• Fiduciary Accounting Concepts
• Basis Planning and Step-Up Strategies
• Multi-State Fiduciary Taxation
• Charitable Planning and Private Foundation Structures
• Family Office and UHNW Client Advisory Services
• Tax Implications of M&A, Liquidity Events, and Ownership Transitions
• Advanced Planning for Closely Held Business Owners

Compensation & Benefits

• Highly competitive base compensation
• Performance-based bonus opportunities
• Potential equity or partner-track opportunities for qualified candidates
• 401(k) with firm contributions
• Comprehensive medical, dental, and vision coverage
• Generous PTO and firm holidays
• Continuing education and professional development support
• Flexible work environment with fully remote infrastructure

Location

• 100% remote work from anywhere in the United States