Tax Partner, Trust and Estates
Company: Creative Financial Staffing
Location: Parsippany
Posted on: July 7, 2025
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Job Description:
Our client is a multi-disciplinary accounting, tax, and advisory
firm serving the needs of closely held companies, family-owned
businesses, not-for-profit entities, government, and high-net-worth
individuals. They are dedicated to providing an environment that
offers growth, stability and advancement opportunities. About the
firm: A leading accounting firm specializing in tax and advisory
services Collaborative and growth-oriented environment Diverse
client base, ranging from individuals to large corporations
Opportunity to provide comprehensive tax solutions Commitment to
work-life balance Responsibilities of the Tax Partner would
include: Be a leader within the Private Client Service / Estate and
Trust practice of the Firm Develop, supervise and mentor members of
the Private Client Service / Estate and Trust team Coordinating tax
compliance and planning responsibilities for our multistate
environment Maintaining visibility in the Estate and Trust
community Maintaining existing business relationships and
cultivating new ones Maintaining relationships with and advise
clients in Estate and Trust matters Perform extensive tax
compliance, research, consulting and planning for individual,
fiduciary, not for profit (private foundation), gift and estate tax
Requirements: Bachelor's or Master's degree in Accounting or
related field required; CPA or EA, preferably Minimum 7 to 10 years
of experience with a public accounting and/or professional services
firm or law firm Significant experience providing complex gift and
estate planning strategies to high net worth clients Significant
experience in working with estate tax, gift tax and fiduciary tax
returns;
Keywords: Creative Financial Staffing, Hoboken , Tax Partner, Trust and Estates, Accounting, Auditing , Parsippany, New Jersey
