Tax Senior or Tax Manager - Trusts & Estates

Tax Senior or Tax Manager - Trusts & Estates Overview

Tax Senior or Tax Manager - Trusts & Estates. The role will work predominately with our trust and estate clients, as well as high net worth individuals. This position offers opportunity for advancement, while providing an opportunity for you to demonstrate your expertise in tax research, tax planning, preparation and review of complex 1040, 1041, 706 and 709 returns.

• Review complex gift, estate and fiduciary income tax returns
• Review fiduciary accounting for trusts and estates
• Provide tax planning and consulting to high net worth clients for estate and individual income taxes
• Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey obligations and generation skipping tax issues
• Help generate opportunities within existing clients, as well as meeting with and pursuing new clients
• Have responsibility for managing all aspects of client relationships

• Bachelor's degree in Accounting;
  Master's in Tax is a plus
• CPA, LLM or JD is preferred
• Minimum of 5 years of progressive tax experience with trusts and estates, as well as high net worth clients
• Minimum of 2 years of supervisory experience, preferably in a public accounting firm
• Strong tax research skills
• Ability to lead, manage and develop staff in a highly interactive team environment
• Excellent communication and presentation (verbal and written) skills

• Endless opportunities to contribute to the firm in the US
• A unique culture that values collaboration in everything we do
• A team of professionals driven by excellence, integrity, lifelong learning, respect, adaptability, and making a difference
• A network of 2,700 professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and work
• Varied career paths supported by strong professional development programs and resources
• A flexible work environment with competitive benefits

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