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Job Requirements of Tax Director, Trusts/Estates - BANKING - New York City:
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Employment Type:
Full-Time
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Education:
4 Year Degree
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Location:
New York, NY (Onsite)
Do you meet the requirements for this job?
Tax Director, Trusts/Estates - BANKING - New York City
The Tax Director, Trusts/Estates will oversee all aspects of tax compliance and planning related to trusts, estates, and high net worth individuals within the organization.
Client Details
Our client is a global, leading with many arms within banking, biotech, securities, and wealth management.
Description
The key responsibilities of this role include the following:
- Overseeing all tax compliance/planning for trusts, estates, and HNW individuals within the firm
- Oversee prep and review of federal and state income tax returns
- Estate planning, tax advising and strategizing
- Report into the Head of Tax
Profile
- 10+ years of tax experience within trusts, estates, or HNW individuals
- Bachelor's degree in Accounting or Finance
- CPA preferred
- Excellent leadership and communication skills
- Poised and confident individual
Job Offer
- Competitive base salary and bonus opportunity
- Hybrid work schedule
- Join a leading firm in its industry
- Full benefits
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.