Tax Senior or Tax Manager - Trusts & Estates

Tax Senior or Tax Manager - Trusts & Estates

Overview

Tax Senior or Tax Manager - Trusts & Estates. The role will work predominately with our trust and estate clients, as well as high net worth individuals. This position offers opportunity for advancement, while providing an opportunity for you to demonstrate your expertise in tax research, tax planning, preparation and review of complex 1040, 1041, 706 and 709 returns.

Responsibilities

Review complex gift, estate and fiduciary income tax returns

Review fiduciary accounting for trusts and estates

Provide tax planning and consulting to high net worth clients for estate and individual income taxes

Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey obligations and generation skipping tax issues

Help generate opportunities within existing clients, as well as meeting with and pursuing new clients

Have responsibility for managing all aspects of client relationships

Required Skills / Qualifications

Bachelor's degree in Accounting; Master's in Tax is a plus

CPA, LLM or JD is preferred

Minimum of 5 years of progressive tax experience with trusts and estates, as well as high net worth clients

Minimum of 2 years of supervisory experience, preferably in a public accounting firm

Strong tax research skills

Ability to lead, manage and develop staff in a highly interactive team environment

Excellent communication and presentation (verbal and written) skills

What We Offer

Endless opportunities to contribute to the firm in the US

A unique culture that values collaboration in everything we do

A team of professionals driven by excellence, integrity, lifelong learning, respect, adaptability, and making a difference

A network of 2,700 professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and work

Varied career paths supported by strong professional development programs and resources

A flexible work environment with competitive benefits

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