Tax Director / Partner- Trusts & Estates

Detroit, MI

Posted: 06/25/2024 Industry: Accounting & Finance Job Number: AF062524 Pay Rate: 145000 Remote Friendly: Remote Experience: Senior

Job Description

My client, a CPA located in Southeast Michigan, is seeking a Director or Partner to lead their Trusts & Estates practice. The firm is open to a remote working arrangement, as long as you are within a reasonable driving distance from the metro Detroit area.







Job Requirements


  • Bachelor’s degree in accounting plus CPA certification or law degree.
  • 10+ years of experience in public accounting and/or industry.
  • Knowledge of trust accounting concepts, including the proper allocation of principal and income generally defined in state law.
  • Experience preparing/reviewing fiduciary tax returns (Form 1041).
  • Experience preparing/reviewing estate tax returns (Form 706).
  • Experience preparing/reviewing Split Interest Trust returns (Form 5227) is a plus.
  • Experience in Individual Tax is a plus.
  • Experience in a supervisory and training role.
  • Research skills, including interpretation of laws and regulations and how to apply them in client situations and fact patterns.
  • Experience performing strategic planning for clients and potential clients.
  • Strong written and oral communication skills.
  • Strong client service focus, attention to detail, and ability to manage time effectively.
  • Capacity to work well in a team environment and with other trusted advisors.
  • Working knowledge of:
    • Tax compliance software.
    • Tax research database and planning tools.
    • Microsoft Office products and Adobe Acrobat.

Additional Information

Please send resumes to

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James Hoban
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