What are the responsibilities and job description for the Senior Tax Manager (Trusts & Estates) position at 77 Consultants?

Job Description

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

Requirements

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

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

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Senior Tax Manager (Trusts & Estates)

What are the responsibilities and job description for the Senior Tax Manager (Trusts & Estates) position at 77 Consultants?

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Job openings at 77 Consultants

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