Director of Estate Planning Tax Services

Job Description

Varnum LLP is seeking an experienced Certified Public Accountant (CPA) specializing in Estate and Gift Tax and Fiduciary Income Tax. As a key member of our estate planning and tax teams, you will play a critical role in providing expert counsel on estate and gift tax matters to our clientele. You will also work closely with our clients in preparing fiduciary income tax returns for trusts and estates. This is a unique opportunity to work in our Grand Rapids or Birmingham office alongside a group of talented professionals and make a meaningful impact in the lives of our clients.

Responsibilities

• Collaborate with clients and attorneys to formulate estate and gift tax strategies.
• Prepare and review complex estate, gift, and fiduciary income tax returns, ensuring accuracy and compliance with all regulations and guidelines.
• Conduct tax research and analysis to identify potential tax-saving opportunities and mitigate potential risks.
• Assess and evaluate clients' financial information, including individual and trust income tax returns, financial statements, and various investment portfolios.
• Advise clients on the tax implications associated with wealth transfer and succession planning.
• Stay up to date on the latest changes and best practices in estate and gift tax laws and regulations.
• Provide innovative solutions to clients' tax-related challenges, helping them optimize their financial goals.
• Maintain strong relationships with clients, leveraging excellent communication skills to clearly explain complex tax concepts and strategies.

Qualifications

• CPA accreditation: Required.
• Experience: At least 5 years of experience in estate and gift tax planning, preferably in a law firm or CPA firm setting.
• Knowledge: In-depth knowledge of estate, gift and fiduciary income tax laws.
• Tax preparation experience: 706, 709, and 1041 tax preparation experience.
• Software proficiency: Proficiency in tax research software.
• Technical skills: Strong skills and experience with MS Excel.
• Analytical abilities: Strong analytical and problem-solving abilities, with the capability to identify potential tax issues and offer practical solutions.
• Attention to detail: Excellent attention to detail, ensuring accuracy and compliance with regulatory requirements.
• Teamwork: Demonstrated ability to work collaboratively within a team environment, supporting attorneys and colleagues with tax expertise.
• Communication skills: Exceptional communication and interpersonal skills, allowing for effective interaction with clients and colleagues.

Job ID

184

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