Senior Tax Manager Trusts Estates HybridNYCNJ
7 days ago
RESPONSIBILITIES INCLUDE:
- Be a leader within the Private Client Service / Estate and Trust practice of the Firm
- Develop supervise and mentor members of the Private Client Service / Estate and Trust team
- Coordinating tax compliance and planning responsibilities for our multistate environment
- Maintaining visibility in the Estate and Trust community
- Maintaining existing business relationships and cultivating new ones
- Maintaining relationships with and advise clients in Estate and Trust matters
- Perform extensive tax compliance research consulting and planning for individual fiduciary not for profit (private foundation) gift and estate tax
- Skills/Knowledge:
- Significant experience providing gift and estate planning strategies to highnetworth clients
- Significant experience in working with estate tax gift tax and fiduciary income tax returns;
- Knowledge of fiduciary accounting concepts
- Technical expertise in relevant areas
- Ability to provide seamless integrated services to clients
- Strong project management skills
- Excellent written and verbal communication skills
private client service,fiduciary income tax,written communication,project management,trust and estate experience,gift tax,verbal communication,fiduciary,fiduciary accounting,tax compliance,estate tax,communication skills,estate planning,project management skills
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