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Form of workAt Sax LLP, we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
We are actively seeking a full-time Senior Tax Manager with Trust and Estate experience to join our growing team! The position is remote in the U.S. if living out of the NJ/NYC area.
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
Requirements:
- Bachelor’s or Master’s degree in Accounting or related field required
- CPA or EA, preferably
- MST, a plus
- Minimum 7 to 10 years of experience with a public accounting and/or professional services firm or law firm
Skills/Knowledge:
- Significant experience providing gift and estate planning strategies to high-net-worth 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
Comprehensive Benefits Package includes:
- Generous Paid Time Off and Holidays
- Paid Volunteer Day
- Health and Wellness Initiatives and Incentives
- Medical, Dental, Vision and Life Insurance
- Short- and Long-Term Disability
- Flexible Spending Accounts
- Tuition Reimbursement for Advanced Degrees
- 401K Plan with Sax Matching Contribution
- Summer Fridays
- Employee Referral Bonus
- Firm-Sponsored Events and much more!
Sax LLP is an Equal Opportunity Employer.
