Legal Administrative Assistant

Senior Tax Manager (Trust and Estates) / $$$ / Top 50 firm / Strong benefits and ability for partnership

This Jobot Job is hosted by : Joseph Sipocz

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Salary : $160,000 - $240,000 per year

A bit about us :

We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

We are seeking a highly skilled and experienced Permanent Senior Tax Manager with a specialty in Trusts and Estates. This challenging yet rewarding role will require you to use your expertise in the Accounting and Finance industry to provide comprehensive tax and financial advice to high net worth individuals and families. You will play a critical role in managing and growing our client portfolio, ensuring that we deliver the highest level of service to our clients. This role requires a deep understanding of estate, real estate law, family law, trust, and trust and estate tax.

Why join us?

• Multiple office locations
• Global resources
• Tons of opportunities internally
• Hybrid and flexible work schedule
• 401K
• Medical, dental, and vision
• HSA / FSA

Job Details

Responsibilities :

1. Oversee and manage a portfolio of Trust and Estate clients, ensuring all tax planning and compliance needs are met.

2. Develop and implement strategic tax planning for clients, including managing the financial impact of estate and gift taxes.

3. Provide consultation and support on complex Trust and Estate tax matters, including interpreting tax laws and offering tailored advice.

4. Collaborate with internal teams and external advisors to ensure a coordinated and comprehensive approach to client service.

5. Maintain up-to-date knowledge of current tax laws and regulations, and communicate potential impact to clients and team members.

6. Lead and mentor junior team members, fostering a culture of continuous learning and growth.

7. Build and maintain strong relationships with clients, providing exceptional service and establishing trust.

8. Participate in business development initiatives, identifying opportunities for growth and new client acquisition.

Qualifications :

1. Bachelor's degree in Accounting, Finance, or related field. Advanced degree in Taxation or Law is highly preferred.

2. CPA, JD, or CFP certification required.

3. Minimum of 5 years of experience in Trust and Estate tax planning and compliance, preferably within a public accounting or law firm environment.

4. Proven expertise in estate, real estate law, family law, trust, and trust and estate tax.

5. Exceptional knowledge of federal and state tax codes, regulations, and case laws.

6. Strong leadership skills with a proven ability to mentor and develop team members.

7. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members.

8. Demonstrated ability to manage multiple projects and meet deadlines in a fast-paced environment.

9. Strong analytical and problem-solving skills, with a keen attention to detail.

10. Proficiency in tax preparation and research software.

This is an incredible opportunity for a seasoned tax professional to take their career to the next level. If you have the necessary skills and experience, and are ready to make a significant impact in a dynamic and growing firm, we would love to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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