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Form of work Seeking a Full time Senior Tax Manager position with Trust and Estate experience. The role is open to hybrid work arrangements, but only candidates from New Jersey (NJ) or New York City (NYC) will be considered.
The opportunity is with a multi-disciplinary accounting, tax, and advisory firm that serves the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. The firm provides an environment that offers growth, stability, and advancement opportunities, fostering a team member-driven culture where contributions are recognized and rewarded. About you 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 About the role 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..
The opportunity is with a multi-disciplinary accounting, tax, and advisory firm that serves the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. The firm provides an environment that offers growth, stability, and advancement opportunities, fostering a team member-driven culture where contributions are recognized and rewarded. About you 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 About the role 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..
