Gift and Estate Tax Senior Specialist (Full-Time) ( Hybrid in Princeton, NJ )

Career Developers Inc., a distinguished staffing and consulting firm, is proud to celebrate 30 years of service excellence. As a GSA Contract holder, we offer comprehensive staffing solutions for both commercial and government sectors nationwide. By selectively partnering with clients who share our values, we ensure productive collaborations that set us apart in the industry. Our dedication to candidates involves managing expectations with precision through business intelligence, thorough interview preparation, transparent communication, and exceptional feedback throughout the process.

We are committed to advancing your career and look forward to supporting your professional growth.

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Gift and Estate Tax Senior Specialist (Full-Time) ( Hybrid in Princeton, NJ )
Location: Hybrid in Princeton, New Jersey
Salary: $175K- $200K Base Salary plus Bonus

Must Haves:

• 1 5 years of progressive experience in gift, estate, and trust taxation.
• Demonstrated ability to bring and maintain a portable book of business generating $500K annually.
• Strong technical expertise in federal estate, gift, and GST tax planning.
• Experience working with high-net-worth and ultra-high-net-worth clients.
• Proven track record of sourcing, developing, and closing new business.
• CPA required; MST, LLM in Taxation, or JD preferred.

We are seeking a highly experienced Gift & Estate Tax Professional with 15 years of expertise in sophisticated tax planning and compliance.
This individual will play a strategic leadership role within the firm and is expected to bring a portable book of business generating at least $500,000 annually, while actively expanding the firm's high-net-worth client base.
This is a growth-oriented opportunity for an entrepreneurial professional who thrives on relationship building, technical excellence, and business development.


Key Responsibilities

Client Advisory & Technical Leadership

• Provide advanced gift, estate, and generation-skipping transfer tax planning for high-net-worth individuals and families.
• Design and implement complex estate planning strategies, including trusts, family limited partnerships, GRATs, charitable structures, and wealth transfer vehicles.
• Oversee preparation and review of Forms 709, 706, fiduciary returns, and related filings.
• Advise clients on tax-efficient wealth transfer, business succession planning, and asset protection strategies.
• Collaborate with attorneys, financial advisors, and internal tax teams to deliver comprehensive planning solutions.

Business Development

• Transition and manage an existing portable book of business of at least $500,000 in annual revenue.
• Develop and execute strategies to expand the firm's estate and gift tax practice.
• Identify and cultivate referral sources, including attorneys, wealth managers, family offices, and private bankers.
• Represent the firm at networking events, industry functions, and client seminars.
• Mentor junior professionals and contribute to practice growth initiatives.

Qualifications

• 1 5 years of progressive experience in gift, estate, and trust taxation.
• Demonstrated ability to bring and maintain a portable book of business generating $500K annually.
• Strong technical expertise in federal estate, gift, and GST tax planning.
• Experience working with high-net-worth and ultra-high-net-worth clients.
• Proven track record of sourcing, developing, and closing new business.
• CPA required; MST, LLM in Taxation, or JD preferred.
• Strong leadership, communication, and client relationship skills. Entrepreneurial mindset with a desire to grow and build a practice

INDH