Trust And Estate Tax Principal

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Trust and Estate Tax Principal
The candidate will be reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Reviewing fiduciary accountings for estates and trusts. Providing tax planning and consulting to the firm’s high net worth clients for estate and individual income taxes. Researching and consulting on the various estate, gift, and trust-related issues, such as trustee and beneficiary issues, Crummey obligations, and generation-skipping tax issues. Identifying additional estate and income tax planning opportunities for clients. Overseeing billing and collections of clients. Managing, coaching, and mentoring team members. Researching and drafting memorandum involving complex tax matters. Identifying and implementing tax planning opportunities. Overseeing complete tax research projects for a variety of clients and diverse industries. Managing multiple engagements concurrently with various teams to efficiently meet client deadlines. Conducting constructive discussions with team members on their evaluations and providing counsel accordingly. Serving in professional development programs as an instructor or discussion leader.

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