Partner, Private Client Group

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Requirements:

• Bachelor’s degree in law, accounting, finance, or related field.
• CPA certification required.
• 10+ years of experience in private client tax, with a focus on trusts and estates taxation and planning.
• Strong knowledge of federal and state tax laws related to trusts and estates.
• Excellent communication skills, both written and verbal.
• Exceptional analytical and problem-solving abilities.

Responsibilities:

• Build and maintain strong, long-term relationships with clients, understanding their unique needs and goals.
• Develop and implement sophisticated tax, gift, and estate planning strategies to minimize tax implications and achieve family goals.
• Advise clients on charitable giving, philanthropic endeavors, and establishing family foundations or charitable trusts.
• Provide tax-efficient strategies to minimize estate, gift, and inheritance taxes.
• Stay updated on tax laws and ensure clients' compliance with tax obligations.
• Collaborate with outside attorneys to protect client assets through legal means.