What are the responsibilities and job description for the Tax Manager - High Net Worth position at Tandym Group?
A professional services firm in New York City is currently seeking an experienced Tax professional to join their staff as their new Tax Manager.
Responsibilities :
The Tax Manager will :
Conduct post-mortem planning, including use of disclaimers, allocation of generation-skipping transfer tax exemption
Implement estate plans to reduce estate and / or gift tax and maximize family wealth, including inter-vivos trusts, postmortem trusts and use of annual / life-time exemptions
Develop charitable giving strategies to minimize estate, gift and income tax
Review judicial and non-judicial fiduciary accountings for trusts and estates
Review federal estate tax returns and applicable state inheritance / estate tax returns
Review fiduciary income tax returns and provide planning to minimize taxes
Analyze partnership and corporate structure as they relate to the family's organization
Perform other duties, as needed Qualifications :
4 years of experience in a Public Accounting role / setting
Bachelor's Degree in Accounting or related field
Solid experience in Tax Compliance and Consulting with High Net Worth individuals, trusts, estates, gifts and / or Tax matters for family partnership
Experience reviewing 1040's 1041s, 709s and 706s
Experience managing multiple client engagements
Microsoft Excel proficient
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized Desired Skills :
Master's Degree
