Senior Tax Manager
Senior Tax Manager
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Job Description
About us:
At HR Talent Partners we focus on matching outstanding professionals with organizations that prioritize excellence. By leveraging our expertise in industry trends and offering a tailored approach we aim to support businesses in creating strong dynamic teams while helping individuals grow and succeed in their careers.
The Opportunity:
We are seeking an experienced Senior Tax Manager with a specialized focus on trusts and estates. This role requires a handson professional with a strong technical background leadership capabilities and the ability to manage complex client relationships. The ideal candidate will bring expertise in trust and estate tax compliance planning and consulting and will play a key role in supporting our highnetworth clients.
Key Responsibilities:
Trust and Estate Tax Compliance: Prepare and review complex trust estate and gift tax returns (Formsand 709) ensuring accuracy and compliance with current regulations.
Tax Planning and Advisory: Collaborate with clients to develop and implement strategic tax planning solutions for trusts estates and highnetworth individuals.
Client Management: Build and maintain strong relationships with clients providing proactive guidance on tax strategies compliance matters and legislative changes.
Research and Analysis: Stay current on federal state and local tax laws performing indepth research on complex tax issues and presenting findings in clear actionable ways.
Team Leadership: Supervise mentor and develop junior team members providing guidance and support to enhance their technical and professional skills.
Process Optimization: Identify and implement process improvements to increase efficiency and accuracy in tax preparation and advisory services.
Qualifications:
Education: Bachelors degree in Accounting Finance or a related field (Masters in Taxation or related discipline preferred).
Certification: CPA license is required.
Experience:
Minimum of 5 years of experience in tax with a focus on trusts and estates.
Experience in public accounting wealth management or a specialized tax advisory firm is highly preferred.
Technical Skills:
Proficiency with tax software (e.g. ProSystem fx UltraTax or similar) and accounting tools.
Strong understanding of tax laws and regulations related to trusts estates and highnetworth individuals.
Soft Skills:
Exceptional communication and interpersonal skills.
Proven ability to manage multiple projects prioritize tasks and meet deadlines.
High attention to detail with strong analytical and problemsolving abilities.
How to Apply:
Apply directly to this ad by submitting your application on this page or send your resume cover letter and additional information to
Be sure to include the job title and location in the subject line for immediate consideration.
Learn more about HR Talent Partners:
Visit our LinkedIn profile HERE to connect with us professionally.
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- Competitive salary and bonus potential
- Safe harbor 401k plan
- Medical dental disability & life insurance
- Flexible work environment
- Eight paid Holidays (nine if Easter is after April 15th)
- Minimum four weeks vacation (based on tenure)
- Study assistance for CPA exam (case by case basis)
- Firm paid dues to professional associations
- Incentive compensation for new client acquisition
- Free parking
The aforementioned listing of employee benefits is subject to change without notice; said changes may or may not be reflected above.
Employment Type
Full Time
