Senior Tax Manager High Net Worth
Senior Tax Manager High Net Worth
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Job Description
Role: Senior Tax Manager (High Net Worth)
Location: NEW YORK NY/PALM BEACH GARDENS FL/BOCA RATON FL
Duration: Full Time/Permanent
Job Description:
ABOUT THE POSITION:
We are seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service highnetworth individuals and families. This role involves managing a team of professionals providing strategic guidance to clients ensuring compliance with tax laws and regulations collaborating with the clients other financial advisors and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations handling planning & compliance developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.
RESPONSIBILITIES:
Serve as the primary point of contact for clients addressing their concerns and inquiries while overseeing tax planning and compliance for individuals trusts family investment partnerships and private foundation tax returns.
Build and maintain strong relationships with highnetworth clients and their families.
Understand clients financial goals objectives and family dynamics.
Provide expert advice on trust and estate planning strategies tailored to individual client needs.
Provide guidance training and support to team members.
Review complex trust and estate planning documents prepared by attorneys to ensure consistency with familys goals.
Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients objectives.
Collaborate with legal professionals to construct and review trust agreements wills and other estate planning documents.
Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes.
Provide guidance on gifting strategies charitable giving and philanthropic endeavors.
Stay updated on changes in tax laws and advise clients on taxefficient strategies.
Work closely with legal professionals financial advisors and investment managers to coordinate comprehensive wealth management services for clients.
Collaborate with other departments within the organization to provide integrated solutions to clients financial needs.
Work with legal counsel to resolve disputes and challenges related to trusts and estates.
QUALIFICATIONS:
Education:
Bachelors degree in law accounting finance or related field.
A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is required.
Experience:
8 years of experience in highnetworth tax and trust and estate planning for highnetworth clients.
Strong knowledge of trust and estate laws tax laws and regulations.
Excellent leadership and team management skills.
Exceptional communication and interpersonal skills for building and maintaining client relationships.
Detailoriented with a high level of accuracy in work.
Ability to analyze complex financial situations and develop customized solutions.
Strong organizational skills and ability to manage multiple client relationships and projects simultaneously.
Skills and Certifications note: bold skills and certification are required
CPA or JD
High Net Worth Individuals,Estate & Gift Taxation,Trust Taxation
Employment Type
Full Time
