Tax Senior Manager
1 month ago
- Preparation and review of 1041 trust and estate income tax returns
- Preparation of fiduciary accountings, including knowledge of state statutes and familiarity with document review
- Analyze tax issues and come to conclusions
- Perform diversified accounting and tax assignments under the direction of a senior manager or partner
- Demonstrate competency in technical skills, work quality, and application of professional and firm standards
- Meet time constraints and client deadlines
- Participate in firm training courses to further develop technical skills; ability to train others
- Provide excellent client service by producing quality work, quick turnaround, and attentive service
- Ability to develop and maintain client and referral relationships
- Must have fiduciary experience; law firm or trust department experience will be considered
- 8+ years of experience in preparation and review of 1041, 706, and 709 returns, high net worth 1040 preparation, and planning affecting estate and gift tax returns
- Trust department or accounting firm family private office fiduciary tax and/or administration experience would be considered
- Experience with preparation and review of GST issues associated with 706, 709, 706-GS (D), and 706 GS (T) filings
- In addition to CPA, the following designations are strongly preferred: EA, CFTA, CFP, PFS, and PFP
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