Director, Tax Services - Estate, Gift & Trust

Rockville, Maryland
Tax
Full-time

Aronson LLC provides a comprehensive platform of assurance, tax, and consulting solutions to today’s most active industry sectors and successful individuals.  For more than 50 years, we have purposefully expanded our service offerings and deepened our industry specialties to better serve the needs of our clients, people, and community.  From startup to exit, we help our clients maximize opportunity, minimize risk, and unlock their full potential. 
 
Aronson, the largest independently owned public accounting firm based in the DC Metro Area, is growing organically, and we are looking for individuals who want to make an immediate and substantial impact on the future of our firm.  We have an award winning culture.  We have been recognized as experts in the industries and markets we serve, and acknowledged as an employer that offers its team members a voice.  In 2016, and for the sixth time, our team members have rated us a “Best Places to Work” in the Washington DC Metro Area (Washington Business Journal) and the #3 mid-sized company on Washington Post’s 2016 Top Workplaces list.  Aronson is an AICPA major firm with a national and international reach coupled with a local, personalized feel benefiting our team members and clients.

Aronson LLC has an immediate opening for a Director to join our Estate, Gift and Trust Specialty Tax Services Group within the Tax Practice. Our professionals in this group apply extensive specialty knowledge in their delivery of efficient and innovative tax services to entrepreneurs and family groups in the Greater Washington area.

Responsibilities

    • Provide tax planning and consulting advice on estate, gift and trust matters
    • Develop and provide tax planning strategies internally and externally
    • Analyze estate planning documents to determine the proper treatment of assets and liabilities for tax purposes
    • Review tax compliance related to estates, gifts and trusts
    • Supervise tax staff to ensure that tax engagements are completed in an efficient and timely manner. Serve as mentor to staff and aid in their development
    • Strengthen existing client relationships and assist in new business development efforts
    • Attend and participate in industry specific forums and networking events
    • Manage key relationships with critical business contacts, clients and referral sources
    • Identify additional opportunities for service growth to offer current clients
    • Act as a firm leader and serve as resident expert for the firm on all estate, gift and trust tax matters

Requirements

    • Minimum of 8-12 years with estate, gift & trust, and individual income tax returns
    • Extensive knowledge of the preparation/review of trusts, estate, gift tax returns and trust accounting
    • Estate planning experience/expertise
    • Active CPA or CFP license preferred
    • Degree in Accounting or related field required
    • Masters in Taxation, JD or other applicable advanced degree preferred, but not required
    • Exceptional writing skills
    • Strong accounting, analytical, organizational, and multi-tasking skills
    • Excellent presentation and communication abilities
    • Willingness to travel locally (DC, MD, VA) on a limited basis

*Qualified candidates must be eligible to work for any employer in the United States

**Aronson is proud to be an equal opportunity employer