Senior Tax Manager (Trusts & Estates)

About the job Senior Tax Manager (Trusts & Estates) We are actively seeking a full-time

Senior Tax Manager with Trust and Estate

experience to join our growing team!

The position is open to hybrid, only NJ/ NYC candidates will be considered.

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

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

Excellent written and verbal communication skills

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