Summary:
Our award winning client is currently hiring for a Vice President, Tax Policy & Compliance with High Net Worth (HNW) Trusts.
Responsibilities:
This role is responsible for handling the more complex and complicated financial planning, trust tax and estate, gift tax, and compliance questions from our clients associates.
- Keep up-to-date on latest Financial Planning developments.
- Keep up-to-date on latest Trust Compliance developments.
- Keep up-to-date on latest technical Tax developments.
- Answer the more complicated trust income tax and estate planning questions, as well as general income tax questions as time permits.
- Review trust documents for technical accuracy. In addition, review form of ownership/beneficiary designations to ensure dispositive objectives are met.
- Participate in client and attorney teleconferences to explain trust and estate planning strategies.
- Update technical materials, including client-facing Insight Memo’s and internally-directed Technical Advisory and Training Memos.
- Create training materials for on-site training seminars and teleconferences and conduct Advisor training.
- Conduct training sessions for various other departments.
Required Skills and Experience:
- 5+ years of Tax Policy and Trust Compliance experience.
- JD degree required.
- Experience at a Law firm helpful but not required (Large Accounting firms, High Net Worth Boutique Accounting firms, and Family offices also applicable).
- Certified Financial Planner (CFP) or Certified Public Accountant designation would be helpful.
- Existing knowledge base of basic and intermediate level estate and gift tax planning strategies.
- Excellent writing/communication skills.
- Detail-oriented/organizational skills.
- Above average analytical skills.
- Team player.