Senior Tax Manager (Trust and Estates)

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.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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