Tax - Director - Trusts and Estates Job

Job Title: Tax - Director - Trusts and Estates
Description:

You have high expectations for yourself and your career. So does McGladrey. Imagine what we will achieve together.

Position Description

Our New York office is currently seeking a Director for our High Net Worth Tax Practice which provides Personal Financial and Estate Planning Services, Tax Compliance, and Family Office Services.

Responsibilities include, but not limited to:
• Provide high level personal financial and estate planning services
• Review trust, estate and foundation tax returns
• Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
• Manage all aspects of client accounts and foster client relationships
• Expand services to existing clients and develop new business relationships
• Provide appropriate and timely performance feedback to those supervised
• Conduct internal training courses or seminars on technical subjects

Basic Qualifications

• An undergraduate or graduate degree in Accounting required
• Master's Degree in Accounting or Taxation or Law desired
• CPA licensure or JD required
• Recent public accounting experience required
• Tax Advisory and Estate Planning experiences required
• 9+ years experience in dealing with high net worth clients required
• 4+ years of managerial experience required
• Ability to establish and maintain good client relationships
• Proven ability to develop new business relationships and expand services to existing clients.
• Excellent communication skills-both oral and written
• Proficiency in Microsoft Office applications required
• Exposure to Tax preparation and research software required, specifically Go Systems, CCH, BNA, ProFx desired

Your Move.

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. By understanding what's important to you, we will create meaningful experiences that build upon your already rewarding career. McGladrey is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Learn why a career at McGladrey is the right decision for you.

Experience McGladrey. Experience the power of being understood.SM
www.mcgladrey.jobs

About McGladrey

McGladrey & Pullen, LLP operates under the McGladrey brand as the fifth largest U.S. provider of assurance, tax and consulting services, with nearly 6,500 professionals and associates in more than 70 offices nationwide. McGladrey & Pullen is a licensed CPA firm, and is a member of RSM International, the sixth largest global network of independent accounting, tax and consulting firms. For more information, visit www.mcgladrey.com, follow our Careers blog, like our Facebook Careers page, follow us on Twitter and/or connect with us on LinkedIn.

EEO/AA

Location Street Address: 1185 Avenue of the Americas, 5th Floor
City: New York
State: New York

Region: Northeast Region
Position Type: Full Time
Job Type: Experienced
Degree Required: Bachelor
Travel Required: No
Relocation Eligible: No
Sponsor candidates who are not eligible to work in US: No

Requisition ID: NEMC8154

Nearest Major Market: Manhattan
Nearest Secondary Market: New York City
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