Senior Tax Manager Trusts Estates HybridNYCNJ

7 days ago


New York, United States Embakire Full time
We are actively seeking a fulltime Senior Tax Manager with Trust and Estate experience to join our growing team The position is open to hybrid only NJ/ NYC candidates will be considered.
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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