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Trusts and Estates Partner, Private Client Group

Phaxis

New York, NY

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JOB DETAILS
SALARY
$200,000
SKILLS
Accounting Certifications, Business Development, Certified Public Accountant (CPA), Conferences, Consulting, Customer Relations, Customer Support/Service, Documentation, Estate Planning, Fiduciary, High Net Worth, Leadership, Legal, Maintain Compliance, Marketing, Mentoring, People Management, Problem Solving Skills, Public Accounting, Risk Management, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Time Management, Training Program
LOCATION
New York, NY
POSTED
30+ days ago
A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire an experienced Trusts and Estates Partner, Private Client Group to join their teams. This is a hybrid position is in New York City.
The Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives.

RESPONSIBILITIES:
  • Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.).
  • Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities.
  • Address technical issues and provide guidance on complex trust and estate structures.
  • Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters.
  • Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust.
  • Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning.
  • Mentor and develop the team to foster a culture of collaboration and continuous learning.
  • Delegate effectively while ensuring work quality and adherence to deadlines.
  • Participate in internal training programs to share expertise and enhance team capabilities.
  • Lead marketing and networking efforts to attract new clients and expand existing relationships.
  • Collaborate with other practice areas to deliver integrated solutions to clients.
  • Represent the firm at industry events and conferences.
  • Manage risk exposure through thorough review and documentation of tax positions.
  • Maintain confidentiality and handle sensitive client matters with discretion.

QUALIFICATIONS:

Education:
  • Bachelor's degree in Accounting, Taxation, or a related field.
  • CPA certification preferred.

Experience:
  • Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role.

Compensation:
  • Competitive annual salary in the range of $200, 000 to $500, 000, based on individual's experience level.

About the Company

P

Phaxis

We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.
COMPANY SIZE
50 to 99 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2002
WEBSITE
https://phaxis.com/