Tax Director, Trusts/Estates - BANKING - New York City

New York, New York Permanent USD230,000 - USD260,000 per year View Job Description
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.
  • Hybrid work schedule - 3 days in office
  • Join a leading Financial Services firm

About Our Client

Our client is a global, leading with many arms within banking, biotech, securities, and wealth management.

Job 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



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.

The Successful Applicant

  • 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

What's on Offer

  • Competitive base salary and bonus opportunity
  • Hybrid work schedule
  • Join a leading firm in its industry
  • Full benefits
Contact
Logan Siffringer
Quote job ref
JN-042025-6715437

Job summary

Sector
Tax
Sub Sector
Tax In House
Industry
Financial Services
Location
New York
Contract Type
Permanent
Consultant name
Logan Siffringer
Job Reference
JN-042025-6715437