Overview :
We are seeking a Senior Tax Manager specializing in Trusts & Estates to join a nationally respected mid-sized accounting firm. This role offers the chance to work with high-net-worth individuals, trusts, estates, and family offices, providing comprehensive tax planning, compliance, and advisory services.
Key Responsibilities :
Lead tax planning, compliance, and consulting for trusts, estates, and private clients
Review complex tax returns for HNWIs, trusts, and estates
Provide succession and estate planning strategies to clients
Supervise and mentor a 7-member tax team
Maintain strong client relationships and deliver tailored advisory services
Collaborate with partners and cross-functional teams to expand client offerings
Qualifications :
Bachelor's or Master's degree in Accounting or related field
CPA or EA designation (required)
7 - 10+ years of public accounting experience in the U.S.
Expertise in trust and estate taxation, private client services, and compliance
Strong advisory, communication, and leadership skills
Compensation & Benefits :
Base salary $140K - $180K DOE
Performance-based bonus opportunities
Full-time, permanent leadership position
Professional growth opportunities with a highly respected firm
New York, NY (HQ) | New Jersey office (flexible)
Senior Tax Manager • New York, New York, United States