Wipfli · 10 hours ago
Estate, Gift, Trust (EGT) Tax Director
Southfield, MI
Full-time
Onsite
Director/Executive
10+ years expWipfli is a company that values its people and offers a career-defining opportunity. As an Estate, Gift and Trust Specialty Tax Director, you will partner with clients to provide innovative tax accounting services related to estates, trusts, and gifts, ensuring maximum tax benefits and managing client relationships.
AccountingConsultingInformation Technology
Responsibilities
Manage and independently produce the required analysis of trust agreements for tax and accounting purposes, as well as gift, estate, and generation-skipping transfer planning
Ensure maximum tax benefit is applied by looking at the tax situation of the individual, their trusts, and their estate from various angles
Work with clients to create wealth transition plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow
Interpret and review various legal documents in relation to estate and business succession planning; perform technical research related to estate, gift and trust
Manage client relationships by proactively seeking solutions that add value to the client experience
Supporting business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions
Work closely with Partners, Senior Managers and staff on client management, professional development and business development activities
Manage and drive the success of multiple estate and trust administrations from a tax and accounting standpoint, i.e., year of death and period of administration, to ultimate disposition, including final individual income tax compliance, pre- and post mortem planning, estate and trust dispositions, and all related tax and compliance issues
Review staff work product and ensure firm processes and quality control procedures are being executed
Review all estate, gift, and complex trust tax returns by required deadlines
Assist partners with preparation of engagement budgets, client billing and staff performance reviews
Assist in preparing proposals and presentations
Develop team's technical and industry skills and mentor career growth
Pursue professional development through public speaking opportunities, seminar delivery, and through the writing of articles
Qualification
Required
Bachelor's degree in Accounting, or related field, required
Active CPA license required
At least 10+ years of experience in public accounting or corporate/public blend setting required
Prior experience and demonstrated success in identifying and pursuing outside business contacts through social, charitable and business organizations
Must possess strong writing skills for responding to problem resolutions for tax notices
Experience providing proper representation with taxing authorities for clients under federal or state examination
Company
Wipfli
Wipfli LLP is one of the top 20 accounting and consulting firms.
1001-5000 employees
H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
Jeff Greeneway
Retired
Recent News
2026-01-22
2025-11-28
Company data provided by crunchbase