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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in estate, gift, and trust planning, including fiduciary income taxation and wealth transfer strategies. Proven leadership in managing complex client relationships and practice development while ensuring compliance with regulatory changes.
Highest-signal resume keywords
Estate And Gift Tax PlanningFiduciary Income TaxationLeadership In Complex Client RelationshipsPractice DevelopmentQualified To Practice Before The IRS
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Estate PlanningTrust AdministrationTax ComplianceWealth Transfer StrategiesBusiness Succession PlanningCharitable PlanningTechnical AnalysisRisk ManagementEngagement EconomicsPortfolio Management
Soft Skills
Client Relationship ManagementStrategic LeadershipCollaborationCommunicationMentoring
Certifications & Qualifications
JDCPAEA
Industry Keywords
High-Net-Worth IndividualsEstate And Gift TaxGeneration-Skipping Transfer TaxFiduciary MattersPublic AccountingWealth AdvisoryPractice GrowthThought LeadershipRegulatory ComplianceSuccession Planning
About the role
Key responsibilities & impact- Provide strategic and technical leadership for the Estate, Gift and Trust practice.
- Oversee complex federal and state estate, gift, generation-skipping transfer, fiduciary income, and related tax matters for high-net-worth individuals, families, trusts, and estates.
- Advise clients and professional advisors on estate, gift, and trust planning strategies, wealth transfer, business succession, charitable planning, fiduciary matters, and tax implications of significant transactions.
- Lead complex engagements, overseeing strategy, quality, risk management, staffing, workflow, budgets, deadlines, and client service.
- Direct research and technical analysis; review technical memoranda and establish supported positions and recommendations.
- Build relationships with attorneys, financial advisors, family offices, trustees, executors, and other centers of influence.
- Drive practice growth through new business, client expansion, cross-service opportunities, pursuits, and collaboration across service lines.
- Advance market reputation through thought leadership, publications, client alerts, industry participation, and speaking engagements.
- Develop directors, managers, and supervisors; strengthen succession pipelines; lead technical training and knowledge sharing.
- Oversee engagement economics and operating performance, including portfolio management, pricing, billing, collections, resource planning, capacity management, and practice goals.
- Monitor legislative, regulatory, judicial, and administrative developments and translate changes into firm guidance, client strategies, and practice priorities.
Requirements
What you’ll need- Bachelor's Degree in Accounting, Tax, Finance, or a related discipline.
- Qualified to practice before the IRS (i.e., JD, CPA, or EA).
- Minimum of 12 years' experience in public accounting, law, wealth advisory, or an equivalent role with a significant focus on estate, gift, trust, and fiduciary taxation.
- Minimum of 6 years in a senior leadership role involving complex client relationships, practice development, and the leadership of managers and other professionals.
- Demonstrated mastery of estate and gift tax planning and compliance, fiduciary income taxation, generation-skipping transfer tax, wealth transfer strategies, and the administration of trusts and estates.
- Proven ability to lead significant client relationships, develop business, manage practice economics, influence senior stakeholders, and guide teams through complex technical and operational matters.
- Preferred: Master's Degree in Accounting or Taxation, LLM in Taxation or Estate Planning, or significant estate and trust specialization.
Benefits
Comp & perks- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
- Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules