Tax Director- Estate Gift and Trust at Marcum Search

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

Marcum LLP is seeking an Estate Gift and Trust Tax Director to join our growing and well-established national firm.

The position requires a high-energy, experienced professional with strong interpersonal and supervisory skills. Our growing Tax practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.

Responsibilities

• Conduct Post-mortem planning, including use of disclaimers, redemption of shares of closely-held businesses, and allocation of generation-skipping transfer tax exemption.
• Work with attorneys, executors and beneficiaries to minimize estate tax and income tax.
• Develop and design of estate plans to reduce estate and/or gift tax and maximize family wealth.
• Develop family gift giving programs and preparation of applicable federal and state gift tax returns.
• Create and implement business succession plans.
• Create strategies for utilization of inter-vivos trusts in the estate planning process.
• Design and implement charitable giving strategies to minimize estate, gift and income tax.
• Plan for Individual Retirement Account (IRA) and qualified plan distributions to maximize family wealth and minimize taxes.
• Assist clients in identifying long-term care needs and implementing solutions.
• Review judicial and non-judicial fiduciary accountings for trusts and estates.
• Review federal estate tax returns and applicable state inheritance/estate tax returns.
• Review Federal and State gift tax returns.
• Review Federal and State fiduciary income tax returns including income tax planning to minimize taxes.
• Review Federal and State Charitable Trust Information returns
• Ability to review individual tax returns a definite plus

Qualifications

• Bachelor of Accounting required
• Master’s in taxation degree a plus
• 10+ years’ experience in a similar role
• 5+ years’ supervisory experience preferred
• Prior experience managing engagements and clients
• Ability to work independently, but also work well with others
• Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives
• Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements

For more information about the position, please send an email to ashley.malchuck@marcumllp.com with Tax Director in the Subject Line, or use the link to apply directly to the role

Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

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