Senior Tax Manager (Trusts & Estates)

We are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

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

• 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
  
  

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
  
  

Comprehensive Benefits Package Includes

• Generous Paid Time Off and Holidays
• Paid Volunteer Day
• Health and Wellness Initiatives and Incentives
• Medical, Dental, Vision and Life Insurance
• Short- and Long-Term Disability
• Flexible Spending Accounts
• Tuition Reimbursement for Advanced Degrees
• 401K Plan with our Matching Contribution
• Summer Fridays
• Employee Referral Bonus
• Firm-Sponsored Events and much more!
  
  

Skills: fiduciary income tax returns,project management,verbal communication,accounting,gift tax,estate tax,written communication,tax compliance,fiduciary accounting,gift and estate planning,cpa