Job Description
Hoot-Recruit, on behalf of our client, 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, is searching for a Senior Tax Manager with Trust and Estate experience.
The position is remote in the U.S. if living out of the NJ/NYC area.
Duties
- 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
Skills
- Minimum 7 to 10 years of experience with a public accounting and/or professional services firm or law firm
- 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
Bachelors or Masters degree in Accounting or related field required
CPA or EA, preferably
Salary: $140,000-$180,000