What are the responsibilities and job description for the Senior Tax Manager position at Abacus Group, LLC?
This range is provided by Abacus Group, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
160,000.00 / yr - $235,000.00 / yr
Our client is a public accounting firm. They seek a Senior Tax Manager to join their Private Client group in their Manhattan, NY office.
Responsibilities
- Support HNW clients, addressing their concerns and inquiries and handling tax planning
- Develop and maintain strong relationships with HNW clients and their families
- Understand and focus on clients' financial goals, objectives, and family dynamics
- Advice on trust and estate planning strategies tailored to individual client needs
- Provide guidance, training, and support to Private Client Practice team members
- Review complex trust and estate planning documents to ensure consistency with goals
- Implement sophisticated trust and estate planning strategies to minimize tax liabilities
- Work with legal team on trust agreements, wills, and other estate-planning documents
- Assist clients in transferring wealth to future generations efficiently and per their wishes
- Guide clients on gifting strategies, charitable giving, and philanthropic endeavors
Requirements
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting / Auditing
Industries
Accounting
J-18808-Ljbffr
Salary : $160,000 - $235,000
