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We are currently looking for a Senior Tax Manager with Trust and Estate experience to join our team on a full-time basis. The position is remote and can be filled by anyone living outside the NJ/NYC area in the United States.
As part of this role, you will be responsible for leading the Private Client Service/Estate and Trust practice of the firm. You will also be responsible for mentoring and supervising team members, coordinating tax compliance and planning responsibilities for our multistate environment, maintaining visibility in the Estate and Trust community, cultivating new business relationships, maintaining existing ones, and advising clients in Estate and Trust matters.
To be successful in this role, you should have significant experience providing gift and estate planning strategies to high-net-worth clients, as well as significant experience in working with estate tax, gift tax, and fiduciary income tax returns. You should also possess knowledge of fiduciary accounting concepts and technical expertise in relevant areas. Additionally, you should have strong project management skills, excellent written and verbal communication skills, and the ability to provide seamless, integrated services to clients.
As part of this role, you will be responsible for leading the Private Client Service/Estate and Trust practice of the firm. You will also be responsible for mentoring and supervising team members, coordinating tax compliance and planning responsibilities for our multistate environment, maintaining visibility in the Estate and Trust community, cultivating new business relationships, maintaining existing ones, and advising clients in Estate and Trust matters.
To be successful in this role, you should have significant experience providing gift and estate planning strategies to high-net-worth clients, as well as significant experience in working with estate tax, gift tax, and fiduciary income tax returns. You should also possess knowledge of fiduciary accounting concepts and technical expertise in relevant areas. Additionally, you should have strong project management skills, excellent written and verbal communication skills, and the ability to provide seamless, integrated services to clients.
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