Senior Tax Manager Trusts Estates

Skills Must Have:

Bachelor s or Master s degree in Accounting or related field required CPA or EA preferably Minimum 7 to 10 years of experience with a public accounting and/or professional services firm or law firm

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 advising clients in Estate and Trust matters
  
• Perform extensive tax compliance research consulting and planning for individual fiduciary notforprofit (private foundation) gift and estate tax
  

Requirements

• 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
  

Benefits

• Generous Paid Time Off and Holidays
  
• Paid Volunteer Day
  
• Health and Wellness Initiatives and Incentives
  
• Medical Dental Vision and Life Insurance
  
• Short and LongTerm Disability
  
• Flexible Spending Accounts
  
• Tuition Reimbursement for Advanced Degrees
  
• 401K Plan with Sax Matching Contribution
  
• Summer Fridays
  
• Employee Referral Bonus
  
• FirmSponsored Events and much more!