Tax Director – Trusts & Estates

🕒 Julho 27

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SPS Consulting, LLC

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1996

💼 Consultoria

🏛️ Governo

🎯 Recrutamento

Consulting • Government • Recruitment

A SPS Consulting é uma empresa de serviços profissionais com sede em Rockville, MD, que oferece serviços de consultoria financeira, de TI, de gestão de programas e de gestão. A empresa lista ofertas, incluindo Contabilidade, Auditoria & Finanças, Serviços de TI, Gestão de Programas, Recrutamento & Busca Executiva e Suporte Administrativo, atendendo a governos federais, estaduais e locais, bem como clientes comerciais e organizações sem fins lucrativos em todo o país. A SPS se posiciona como uma fornecedora de soluções pragmáticas e precisas, entregues por consultores experientes para clientes do governo e do setor privado.

Descrição

• Lead and review high-level individual, fiduciary, estate, and gift tax returns • Lead and review exempt organization filings for family foundations and related charities, including Forms 990, 990-PF, and 990-T, and oversee compliance calendars and state charitable registrations • Ensure compliance with multi-state probate, inheritance, estate, and individual income tax statutes and regulations, coordinating filings and requirements across jurisdictions • Oversee preparation of estate, trust, and guardianship fiduciary accountings to ensure transparency and accountability in estate and asset management • Research federal and state tax laws by situs, prepare technical tax memorandums, and develop innovative tax strategies tailored to the unique needs of clients • Provide ongoing consulting and scenario modeling, including multi-year income, estate, gift, generation-skipping transfer, and fiduciary tax projections, estimated tax planning, and distribution strategies for individuals, trusts, estates, and private foundations. • Review and analyze estate planning-related legal documents, ensuring that all strategies align with the clients’ goals and legal requirements • Manage multiple client engagements (and all aspects of client accounts), fostering trusted, long-term relationships • Mentor and coach team members, providing timely, constructive feedback and leadership • Participate in business development through networking, speaking engagements, and publishing thought leadership articles

🎯 Requisitos

• Bachelor’s degree in Accounting, Finance, or Economics or equivalent experience • Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred • JD or LLM credentials will be considered and are welcomed • At least 8-10 years of recent estate, gift, and trust tax experience with a law firm, an accounting firm, IRS/Treasury, and/or bank or corporation • 990 experience preferred • Maintains in-depth knowledge of federal and state estate, gift, and trust tax regulations and statutes, including how situs impacts planning, compliance, and administration across jurisdictions • Ability to navigate complex estate planning scenarios • Knowledge of accounting and tax software • Highly motivated with the desire to grow and develop this practice area • Passion for helping clients with estate planning, compliance, and wealth transfer needs • Interest in building collaborative relationships, striving to find the best possible solutions • Ability to travel, as needed for client engagements (mostly local) • Willingness to participate in business development activities (guidance and training will be provided) • Legally authorized to work in the United States without the need for employer sponsorship.

🏖️ Benefícios

• Professional Growth: We value experience and encourage continuous development. • We take our bonding opportunities very seriously – from happy hours to firm-sponsored vacations to enviable locations, like beachfront Jamaican resorts and all-inclusive Cancun properties. • Our firm supports your professional development through in-house leadership training, professional conferences, and firm reimbursements for professional organizational dues.