What are the responsibilities and job description for the Tax Manager - Trust & Estate position at PKF O'Connor Davies?
We are currently seeking a Tax Manager to join our Trust and Estate Practice which provides Estate Planning and Tax Compliance Services.
Essential Duties:
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation, or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
Essential Duties:
- Provide high level fiduciary, personal income, gift and estate tax compliance as well as estate planning advisory services.
- Review individual, fiduciary, estate and gift tax 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.
- BA/BS degree in Accounting from an accredited college/university required.
- MST, JD, LL.M. degree a plus.
- Active CPA license or EA designation required.
- Minimum 10 years’ experience working with trust, estate and gift matters required.
- Public accounting firm experience required.
- Extensive experience in Tax Advisory and Estate/Trust planning and compliance including estate and inheritance tax experience (e.g., 1041, 709, 5227, ESBT, QSST).
- 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 ProSystem fx, Axcess Tax, GEMS, Intelliconnect, RIA Checkpoint and BNA.
- Experience with research software and memo writing required.
- Ability to work additional hours as needed to meet client deliverables.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation, or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
