Tax​/Sr Tax Manager, Estate & Trust

Responsibilities

• Lead multiple tax engagements to deliver high-quality tax preparation, research, planning, and consulting services for a diverse clientele.
• Review and prepare estate, gift, and fiduciary income tax returns.
• Undertake Power of Attorney responsibilities for clients, ensuring timely follow-up with governmental authorities as necessary.
• Conduct estate research and tax analyses while documenting findings and conclusions.
• Stay informed regarding current tax practices and changes in tax legislation.
• Develop, supervise, and assign responsibilities within the estate and trust team.
• Provide exceptional client service and cultivate trusting client relationships.
• Generate new business opportunities and identify cross-selling leads among existing clients.

• A minimum of 5 to 10 years of relevant compliance experience with a specialization in estate, gift, trust, and tax services.
• A Bachelor’s degree in accounting or an equivalent recognized business credential is required.
• CPA licensure is mandatory; a Juris Doctor degree is considered an asset.
• Excellent verbal and written communication skills are essential.
• Strong leadership and personnel management abilities are required.
• Demonstrated capacity to manage multiple tasks concurrently.
• Familiarity with software related to estate tax returns, gift tax returns, fiduciary accounting, and income tax returns is advantageous.