Job Description
Established CPA and consulting firm looking for an experienced, sharp-minded and personable Tax Manager for our Trust & Estate Practice which provides Estate Planning Services and Tax Compliance Services. The Trust & Estates Manager will primarily focus on trust, estate, gift, private foundation, and personal tax compliance for high net-worth clients. The Manager simultaneously conducts multiple engagements, maintaining contact with clients. The Manager displays technical and communication skills, and judgement essential for dealing with clients.
Duties:
- Provide high level fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services
- Review and analyze account statements from various brokerage houses and financial institutions’ mutual fund statements
- Review individual, fiduciary, estate and gift tax returns and related income tax workpapers
- Review estate and trust fiduciary accountings
- Reviews inventories and accountings and understands and manages the probate process
- Handle Federal and State tax notices and audits
- Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
- Manage all aspects of client accounts and foster client relationships
- Review and analyze estate planning related legal documents
- Assist in creating processes, checklist, and tools to increase efficiency and consistency in estate and trust engagements across the firm
- Manage other members of the group including monitoring their workload and training and assisting them
Qualifications:
- Bachelor’s degree in Accounting or related field
- CPA license required
- Minimum 5 years’ experience working with trust, estate and gift matters
- Public accounting firm experience preferred
- Extensive experience in Tax Advisory and Estate/Trust planning and compliance
- Ability to establish and maintain good client relationships
- Excellent oral and written communication skills
- Proficiency in Microsoft Office applications required
- Experience with reviewing fiduciary, gift and estate tax returns
- Strong organizational and management skills
- Ability to articulate complex tax matters in “business” language
- Excellent analytical skills and judgment
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