drjobs Senior Tax Manager Trusts and Estates

Senior Tax Manager Trusts and Estates

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Job Location drjobs

Albany, NY - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Job Description

Job Highlights:
Skills Must Have:
Bachelors or Masters degree in Accounting or related field
CPA or EA designation completed in the US
Minimum 7 to 10 years of Tax experience with a public accounting firm in the US
Must be based in New York or New Jersey and able to work at either office
Experience in tax planning returns and compliance (highnetworth clients estate trust and private clients)


and nbsp;

We are actively seeking a fulltime and nbsp;Senior Tax Manager with Trust and Estate and nbsp;experience to join our growing team! and nbsp;The position is open to hybrid only NJ/ NYC candidates will be considered. and nbsp;

RESPONSIBILITIES INCLUDE:
  • Be a leader within the Private Client Service / Estate and Trust practice of the Firm
  • Develop supervise and mentor members of the Private Client Service / Estate and Trust team
  • Coordinating tax compliance and planning responsibilities for our multistate environment
  • Maintaining visibility in the Estate and Trust community
  • Maintaining existing business relationships and cultivating new ones
  • Maintaining relationships with and advise clients in Estate and Trust matters
  • Perform extensive tax compliance research consulting and planning for individual fiduciary not for profit (private foundation) gift and estate tax


Skills/Knowledge:
  • Significant experience providing gift and estate planning strategies to highnetworth clients
  • Significant experience in working with estate tax gift tax and fiduciary income tax returns;
  • Knowledge of fiduciary accounting concepts
  • Technical expertise in relevant areas
  • Ability to provide seamless integrated services to clients
  • Strong project management skills
  • Excellent written and verbal communication skills
and nbsp;

Employment Type

Full Time

Company Industry

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