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Director – Trusts & Estates
Citrin CoopermanTrust & Estate Tax Director responsible for supervising estate and tax engagements at Citrin Cooperman. Overseeing high-net-worth individuals' tax planning and administration to ensure compliance and effective consulting.
Core Competencies
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Demonstrates extensive expertise in estate tax, fiduciary income tax, and trust administration, with a strong focus on supervising complex engagements and providing strategic consulting for high-net-worth individuals. Proficient in tax research, analysis, and preparation of estate and gift tax returns, complemented by excellent communication and team collaboration skills.
ATS Keywords
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About the role
Key responsibilities & impact- Supervise complex estate and high net worth consulting engagements
- Analysis of tax and practical implications of estate plans and trust documents
- Provide effective consulting and planning for high-net-worth individuals
- Supervise complex estate and trust administration
- QC of complex gift and estate tax returns
- Perform tax research to resolve trust and estate issues
- Prepare thought leadership
- Assist with practice and procedures development and learning
Requirements
What you’ll need- 10+ years of public accounting experience in estate tax, fiduciary income tax, and trust administration
- CPA license or JD required
- High level of technical tax expertise
- Experience reviewing complex estate and gift tax returns
- Understanding of entity taxation including partnerships and S-corporations
- IRS audit experience a plus
- Excellent communication skills
- Energetic with a team-oriented mindset
Benefits
Comp & perks- Competitive compensation
- Benefits
- Flexibility to manage personal and professional life