Senior Tax Manager - Trust & Estates

Wiss seeks an experienced Senior Manager, Trust & Estates in our Tax Practice. In this position you will be responsible for providing a combination of sophisticated tax planning, estate planning, consulting and tax compliance services, although the position is more focused on Compliance. The Trust & Estates group provides customized solutions to the tax, financial and business challenges facing high-net-worth individuals, their families, and closely held business owners.

This position will be located in our Florham Park, NJ office. . We offer candidates a PERMANENT hybrid work arrangement. 

Core Responsibilities:

• Provide high-level fiduciary, personal income, gift and estate tax compliance services, as well as estate planning advisory services
• Review individual, fiduciary, estate and gift tax returns
• Review estate, trust and fiduciary related accounting documents
• Conduct research on Federal and State tax notices and audits on behalf of clients
• Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies on behalf of clients
• Manage all aspects of client accounts and foster strong client relationships
• Review and analyze estate planning related legal documents
• Participate in business development opportunities, including networking, public speaking and creating educational and current content
• Manage other members of the tax team, including review of prepared tax returns, monitor their client workload, training, development and assisting in their professional career growth

Qualifications/Education:

• Bachelors degree in Accounting is required
• CPA or Enrolled agent designation is required
• MST or LLM in Taxation is Preferred but not required
• 7 years' of relevant tax experience working with trusts, estates and gift tax matters
• Mid-size Public accounting firm experience or tax consultant practice experience required
• Extensive experience in Tax Advisory and Estate/Trust planning and compliance
• Experience with reviewing fiduciary, gift and estate tax returns
• Experience with tax research software and memo writing required
• Proficiency in Microsoft Office Suite applications required
• Ability to cultivate and maintain key client relationships
• Demonstrate polished written and verbal communication

Wiss is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age"

"Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team, and encourage our employees to bring their authentic and best selves to work."
 

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To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.