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Compensation

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Job Description: • Provide exceptional client service • Develop and implement strategies to reduce clients’ estate tax exposure • Listen to clients and assist them in designing estate plan that captures their intentions • Prepare or review estate and trust income tax returns, gift and estate tax returns • Work closely with clients to provide tax planning, consulting and compliance services • Manage, develop, train, and mentor staff • Work with partners on delivering innovative tax planning strategies Requirements: • Bachelor's degree in Accounting, Finance, or related specialty • Masters degree in Taxation or JD, required • *Attorney candidates must be licensed in state of NY, but can work remotely* • 5+ years of recent experience working in a public accounting firm, law firm, or financial services firm. • Experience in 1041s, 709s, 706s and summarizing complex trust and estate documents • Exceptional verbal and written communication skills • Computer expertise including knowledge of tax software and technology Benefits: • Medical, Dental, and Vision Insurance on the first day of employment • Flexible Spending Account and Dependent Care Account • 401k with Profit Sharing • 9+ holidays and discretionary time off structure • Parental Leave – coverage for both primary and secondary caregivers • Tuition Assistance Program and CPA support program with cash incentive upon completion • Discretionary incentive compensation based on firm, group and individual performance • Incentive compensation related to origination of new client sales • Top rated wellness program • Flexible working environment including remote and hybrid options