What are the responsibilities and job description for the Tax Senior Manager (High Net Worth) position at Executive Staffing?
Job Description
Job Description
POSITION IS AVAILABLE IN NEW YORK, NY (Hybrid)- OR - PALM BEACH GARDENS, FL - OR - BOCA RATON, FL.
ABOUT THE POSITION :
We are seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client’s other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.
RESPONSIBILITIES :
- Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns.
- Build and maintain strong relationships with high-net-worth clients and their families.
- Understand clients' financial goals, objectives, and family dynamics.
- Provide expert advice on trust and estate planning strategies tailored to individual client needs.
- Provide guidance, training, and support to team members.
- Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family’s goals.
- Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives.
- Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents.
- Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes.
- Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors.
- Stay updated on changes in tax laws and advise clients on tax-efficient strategies.
- Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients.
- Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs.
- Work with legal counsel to resolve disputes and challenges related to trusts and estates.
QUALIFICATIONS : Education :
Experience :
Skills and Certifications [note bold skills and certification are required]
CPA or JD
Security Clearance Required : No
Visa Candidate Considered : No
Full-time
Benefits - Full
Relocation Assistance Available - No
Commission Compensation - No
Bonus Eligible - No
Overtime Eligible - No
Interview Travel Reimbursed - No
Candidate Details
Seniority Level - Mid-Senior
Management Experience Required - No
Minimum Education - Bachelor's Degree
Willingness to Travel - Never
Ideal Candidate
Must have extensive experience with HIGH NET WORTH (HNW) individuals / families.
Company Description
Great Company culture
Company Description
Great Company culture
