Tax/ Sr Tax Manager, Estate & Trust
Tax/ Sr Tax Manager, Estate & Trust
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Job Description
**Responsibilities:**
- Lead multiple tax engagements to deliver high-quality tax preparation research planning and consulting services for a diverse clientele.
- Review and prepare estate gift and fiduciary income tax returns.
- Undertake Power of Attorney responsibilities for clients ensuring timely follow-up with governmental authorities as necessary.
- Conduct estate research and tax analyses while documenting findings and conclusions.
- Stay informed regarding current tax practices and changes in tax legislation.
- Develop supervise and assign responsibilities within the estate and trust team.
- Provide exceptional client service and cultivate trusting client relationships.
- Generate new business opportunities and identify cross-selling leads among existing clients.
**Qualifications of a Strong Candidate Include:**
- A minimum of 5 to 10 years of relevant compliance experience with a specialization in estate gift trust and tax services.
- A Bachelors degree in accounting or an equivalent recognized business credential is required.
- CPA licensure is mandatory; a Juris Doctor degree is considered an asset.
- Excellent verbal and written communication skills are essential.
- Strong leadership and personnel management abilities are required.
- Demonstrated capacity to manage multiple tasks concurrently.
- Familiarity with software related to estate tax returns gift tax returns fiduciary accounting and income tax returns is advantageous.
Employment Type
FULL_TIME
