Director – Trusts & Estates

Citrin Cooperman

Trust & Estate Tax Director managing complex estate and trust engagements for high net worth individuals. Supporting team development and refining practice standards in a collaborative environment.

Posted 7/31/2026full-timeWhite Plains • New York • 🇺🇸 United StatesLead💰 $120,000 - $240,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in estate tax, fiduciary income tax, and trust administration, with a strong focus on tax research and compliance. Proven ability to mentor junior staff and manage complex projects effectively within a team-oriented environment.

Highest-signal resume keywords

10+ Years Public Accounting ExperienceCPA License or JDTechnical Tax ExpertiseEstate Planning and Trust AdministrationInternational Estate Planning Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Research SkillsReviewing Complex Estate Tax ReturnsGift Tax Return QCFiduciary Accounting ReviewEntity Taxation Understanding

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationTeam-Oriented MindsetMentoring Junior StaffProject Management

Certifications & Qualifications

CPA LicenseJD

Industry Keywords

High Net Worth ConsultingEstate PlanningTrust AdministrationIRS Audit ExperienceFiduciary Income Tax

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
Maintain knowledge of new tax issues and general business trends that affect clients
Prepare thought leadership ready for external and internal circulation
Assist with development and refinement of practice and procedures for Trust & Estate Practice
Assist with learning and development as a course developer and presenter

Requirements

What you’ll need

10+ years of public accounting experience in estate tax, fiduciary income tax, estate planning, and trust administration
CPA license or JD required
A high level of technical tax expertise, tax research skills and experience reviewing complex estate and gift tax returns
Possess a general understanding of entity taxation including partnerships and S-corporations
Review of fiduciary accountings a plus
Experience with international estate planning and foreign trusts a plus
IRS audit experience a plus
Excellent written and verbal communication skills
Ability to work as part of a team, acting as a mentor for junior staff and managing projects effectively across offices
Energetic with a team-oriented mindset

Benefits

Comp & perks

Competitive compensation
Benefits for personal and professional life
Flexibility to manage personal and professional life