Partner - Trust & Estate
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Compensation
Based on Experience. Partner - Trust & Estate $120000 - $250000 per year | New York, NY | Remote | Permanent Remote work with growing Top 100 Firm! High salaries and yearly salary/promotion evaluations! A bit about us: This company is a multi-disciplinary firm that offers accounting, tax, and advisory services to privately held companies, family-owned businesses, not-for-profit organizations, and high-net-worth individuals. With over 60 years of experience, they provide industry-specific expertise, comprehensive service offerings, and client-centric results. As an IPA top 100 firm, they are seeking to expand their team by welcoming partially remote talent. They offer competitive pay and flexible working hours, with an average workload of 50-55 hours during the busy season. Why join us? Remote! Generous paid time off and holidays Discretionary bonus Health and wellness initiatives and incentives Medical, dental, vision, and life insurance (with coverage starting on the first day of the month following 30 days of employment) Short- and long-term disability Flexible spending accounts Tuition reimbursement for advanced degrees 3% profit-sharing contribution 401(k) plans with matching contribution (up to 25% of the first 10% 401(k) plan match) Summer Fridays: employees can leave work by 1:00 PM from Memorial Day Weekend to Labor Day Firm-sponsored events Annual salary increases, eligible every July Promotions evaluated annually Job Details JOB RESPONSIBILITIES: Assume a leadership role within the Private Client Service / Estate and Trust division of the Firm. Lead, oversee, and mentor members of the Private Client Service / Estate and Trust team. Manage tax compliance and planning responsibilities across multiple states. Foster a prominent presence within the Estate and Trust community. Cultivate and maintain existing business relationships while establishing new connections. Provide expert advice to clients on Estate and Trust matters. Conduct extensive tax compliance, research, consulting, and planning for various areas, including individual, fiduciary, not-for-profit (private foundation), gift, and estate tax. QUALIFICATIONS: Possess a Bachelor's or Master's degree in Accounting or a related field. Preferred qualifications include CPA certification, with MST certification as a plus. A minimum of 7 to 10 years of experience in public accounting and/or professional services firms or law firms. SKILLS AND KNOWLEDGE: Demonstrated proficiency in devising gift and estate planning strategies for high-net-worth clients. Substantial experience in managing estate tax, gift tax, and fiduciary income tax returns. Solid understanding of fiduciary accounting principles. Technical expertise in relevant subject matter areas. Ability to seamlessly provide integrated services to clients. Strong project management capabilities. Exceptional written and oral communication skills. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Apply tot his job Apply To this Job