Trust Estate Fiduciary Manager-Private Wealty Remote
Trust Estate Fiduciary Manager-Private Wealty Remote
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USD 125000 - 210000
1 Vacancy
Job Description
As part of the Fiduciary team the Trust & Estate Manager will be responsible for reviewing and managing the preparation of estate tax returnsgift tax returns fiduciary tax returns and accountings for estates and trusts. Research & Planning and tax projections and other duties are part of this exciting role. Further duties:
Private Client Services Group)
Manages internal family office for large client (net worth in excess of $500MM); services include preparation of
investment partnerships financial statements for quarterly performance on investments monthly record keeping for 30 entities (partnerships trusts and individuals) maintenance of basis schedules responsible for coordinating
communications between client and financial legal and banking teams and management of quarterlytaxpayments
Prepares /reviews business family relatedtrustand individualtaxreturns for high networth clients
Specializing in investment and realestatepartnerships S Corporations CorporationsTrustand GiftTax
Returns
Calculation of quarterly estimates
704(b) and 704(c) allocations Section 754 Basis Calculations Capital account maintenance (inside and
outside basis calculations)
Manage relationships with clients family members home office staff attorneys brokers and other accounting firms
Manages book of business in excess of $3.2MM
Prepares and reviews compiled and reviewed financial statements
Responsible for the training supervising and management of staff
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Required Experience:
Manager
Employment Type
Full-Time
