Tax Director- Trust & Estate

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Tax Director – Trust & Estate Location: New York, NY or Woodcliff, NJ | Hybrid

Advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate matters.

Provide estate, gift, trust, and wealth transfer planning, including succession and charitable strategies.

Review complex fiduciary, estate, and gift tax returns and ensure technical accuracy and compliance.

Research and advise on federal, state, and local tax issues impacting trusts and estates.

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