Trust & Estate Director
A highly respected mid-sized accounting and advisory firm is seeking a Trust & Estate Tax Director to join its growing Private Client practice in New York. This role offers the opportunity to advise high-net-worth families, fiduciaries, trusts, estates, and closely held business owners on complex tax planning, wealth transfer, and estate matters.
Why this opportunity stands out:
- Work with sophisticated high-net-worth and multi-generational family clients on impactful planning strategies.
- Join a culture-driven firm that combines a collaborative environment with the resources and technical depth of a larger platform.
- Be part of a well-established, medium-sized Trust & Estate team, providing direct access to Partners, meaningful involvement in client strategy, and strong visibility for promotion and leadership opportunities.
- Opportunity to play a key role in practice growth, mentoring staff, and deepening client relationships.
- Work alongside experienced professionals who value teamwork, knowledge-sharing, and long-term career development.
- Flexible working environment with a genuine focus on work-life balance.
Ideal background:
- CPA, JD, or MST preferred.
- Significant experience in trust, estate, gift, and fiduciary taxation.
- Strong tax planning and advisory background for high-net-worth individuals and families.
- Proven client relationship and practice development skills.
- Experience managing and mentoring tax professionals.
If you're seeking a platform where your expertise is visible, your client impact is recognized, and your path to Partner is supported by a collaborative culture rather than a large hierarchy, I'd be happy to share more details.
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