Tax Principal - Estate, Gift & Trust

Tax Principal - Estate, Gift & Trust page is loaded## Tax Principal - Estate, Gift & Trust locations:
Farmington Hills, MItime type:
Full time posted on:
Posted 5 Days Agojob requisition :
JR101672#
** JOB SUMMARY
** As an Estate, Gift, and Trust Principal, you will play a key leadership role in overseeing the firm’s estate, gift, and trust practice, managing its most complex and high-value client engagements, and guiding the strategic direction of the department. You will serve as the primary advisor for high-net-worth individuals, families, and their teams of advisors, providing comprehensive tax planning, compliance, and wealth management services.

This senior-level position combines technical expertise, client relationship management, and firm leadership to drive exceptional outcomes for both clients and the firm.#
** JOB DESCRIPTION
**** Job Description
** Strategic Tax Compliance and Oversight:
* Lead the preparation and review of complex estate, gift, and trust tax returns (Forms 706, 709, and 1041) for high-net-worth individuals, families, and trusts
* Ensure the accuracy and compliance of all tax filings with federal, state, and local tax regulations, while identifying and addressing complex tax issues
* Provide expert consultation on complex estate, gift, and trust tax matters, serving as the go-to resource for internal teams and clients

Comprehensive Tax Planning and Advisory Services:
* Lead the development of advanced estate and gift tax strategies to help clients minimize tax liabilities and optimize wealth transfer to future generations
* Work closely with clients, their attorneys, financial advisors, and other stakeholders to design, implement, and monitor comprehensive estate plans
* Deliver personalized advisory services, focusing on long-term financial goals, tax minimization, and family wealth preservation

Client Relationship Management and Business Development:
* Cultivate and maintain deep, trusted relationships with clients, serving as the principal point of contact for all estate, gift, and trust-related matters
* Proactively identify and address clients' evolving needs, offering new solutions and services as their circumstances change
* Lead business development efforts within the estate and trust practice, driving growth by attracting new clients and expanding services to existing clients

Leadership and Firm Development:
* Provide leadership and strategic direction to the estate, gift, and trust team, ensuring alignment with the firm’s goals and client service standards
* Mentor and develop the next generation of leaders within the firm, supporting the growth and professional development of junior staff and managers
* Contribute to the overall growth and success of the firm by participating in firm-wide initiatives and maintaining strong collaboration with other departments

Technical Expertise and Research Leadership:
* Maintain a deep understanding of estate, gift, and trust tax laws, regulations, and industry best practices
* Conduct advanced research on technical tax issues and provide leadership on complex matters requiring sophisticated solutions
* Stay ahead of legislative changes and trends in the tax industry, ensuring clients benefit from the most current and strategic advice

Operational Excellence and

Innovation:
* Oversee the optimization of estate, gift, and trust tax compliance processes, ensuring efficiency and high-quality service delivery
* Drive innovation within the department by exploring new technologies, tools, and methodologies that enhance client service and streamline operations
** Supervisory responsibilities
*** Will supervise subordinate staff
** Work environment
*** Work is conducted in a professional office environment with minimal distractions
** Physical demands
*** Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
* Must be able to lift up to 15 pounds at a time
** Travel required
*** Travel may be frequent and unpredictable, depending on client’s needs
** Required education and experience
*** Bachelor’s degree in accounting, finance, or a related field
* 10+ years of relevant experience
* 8+ years of…