20 Tax Manager – Private Client Group Jobs in Stamford, CT
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PKF O'Connor Davies, LLP is Hiring a Tax Manager – Private Client Group Near Stamford, CT
Essential Duties:
- Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory services
- Review individual, trust, estate, gift and foundation returns
- Review estate and trust fiduciary accountings
- Handle Federal and State tax notices and audits
- Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
- Manage all aspects of client accounts and foster client relationships
- Review and analyze estate planning related legal documents
- Business development including networking, public speaking and authoring Trust and Estate related articles
- Manage other members of the group including monitoring their workload and training and assisting them
- Stay current on new tax legislation
- BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation preferred
- Active CPA or EA licensed required
- 6 year’s progressive experience in public accounting required
- Extensive experience in Tax Advisory and Estate/Trust planning and compliance
- Ability to establish and maintain good client relationships
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office applications required
- Experience with reviewing fiduciary, gift and estate tax returns
- Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA
- Experience with research software and memo writing required
- Must be able to work additional hours as needed to meet client deliverables
Job Summary
JOB TYPE
Full Time
POST DATE
08/06/2024
EXPIRATION DATE
10/19/2024
WEBSITE
pkfod.com
HEADQUARTERS
Harrison, NY
SIZE
100 - 200
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