Partner, Private Client Group - Remote | WFH Job at Get It - Finance, New York, NY

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  • Get It - Finance
  • New York, NY

Job Description

### About the Opportunity:
A highly regarded accounting and consulting firm is seeking a Trust and Estates Partner to join the Private Client Group. This leadership role focuses on providing high-net-worth families with comprehensive tax, accounting, and consulting services, with a strong emphasis on tax planning and compliance for individuals, family investment partnerships, trusts, estates, gifts, private foundations, and other wealth management aspects.

As a key advisor, you will help clients navigate the complexities of estate planning, taxation, and wealth preservation, ensuring seamless wealth transitions for future generations. This position offers a dynamic environment, extensive client interaction, and the opportunity to work with a team of professionals dedicated to excellence in private client services.

### Key Responsibilities:
- Build and maintain strong, long-term relationships with clients, understanding their unique financial needs and goals.
- Develop and implement sophisticated tax, gift, and estate planning strategies to optimize tax efficiency and accomplish family objectives.
- Advise clients on charitable giving, philanthropic initiatives, and the establishment of family foundations or charitable trusts.
- Provide strategic guidance on minimizing estate, gift, and inheritance taxes through effective planning.
- Stay current on tax laws and regulations to ensure clients remain compliant with evolving tax obligations.
- Collaborate with external legal counsel to assist clients in asset protection through trusts, limited liability entities, and family partnerships.
- Partner with legal professionals, financial advisors, and accountants to deliver comprehensive wealth management solutions.

### Qualifications:
Education:
- Bachelor's degree in law, accounting, finance, or a related field.
- CPA certification required.

Experience:
- 10+ years of experience in private client tax, with a specialization in trusts and estates taxation and planning.
- Deep understanding of federal and state tax laws related to trusts and estates.
- Strong analytical and problem-solving skills with a strategic mindset.
- Excellent communication skills, both written and verbal, to foster strong client relationships.

### Compensation & Benefits:
- Competitive annual salary in the range of $250,000 to $500,000+, based on experience and expertise.
- Comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities.
- Hybrid and remote work options available.

### Key Attributes for Success:
- Accountability: Follows through on commitments and upholds professional integrity.
- Effective Communication: Clearly conveys messages and listens attentively.
- Interpersonal Skills: Relates comfortably to clients and colleagues at all levels.
- Adaptability: Learns quickly in new situations and takes on challenges with confidence.
- Technical Expertise: Demonstrates proficiency in tax and estate planning concepts.
- Resilience: Maintains a positive and solution-oriented attitude under pressure.
- Action-Oriented: Proactively seeks new opportunities and challenges.
- Trustworthiness: Builds a reputation for honesty, discretion, and ethical conduct.

### Equal Opportunity Employer:
This firm is committed to fostering an inclusive work environment where all individuals are valued and respected. Employment decisions are made without regard to race, color, religion, gender, age, disability, sexual orientation, or any other characteristic protected by law. Reasonable accommodations are available upon request for individuals with disabilities.

If you are a seasoned tax professional passionate about helping high-net-worth clients preserve and transfer wealth efficiently, we encourage you to apply and become part of a team dedicated to excellence in private client services.
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year

Job Tags

Full time, Remote job,

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