Senior Manager, Fiduciary Tax & Estates

Phaxis; Boca Raton (FL); On-site; USD 160,000 - 220,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

401(k) Plan

Job summary

An established industry player is seeking a Tax Senior Manager to join their dynamic team. This role focuses on fiduciary taxation and estate planning for high-net-worth clients, requiring exceptional leadership and communication skills. You will manage a team, provide strategic guidance, and ensure compliance with tax laws while fostering strong client relationships. The firm offers a competitive salary and a collaborative environment, making it an exciting opportunity for professionals looking to make a significant impact in wealth management.

Qualifications

• 8+ years of experience in high-net-worth tax and estate planning.
• Strong knowledge of trust and estate laws and regulations.

Responsibilities

• Serve as the primary contact for clients on tax planning and compliance.
• Develop and implement estate planning strategies to minimize tax liabilities.

Skills

Fiduciary Taxation

Estate Planning

Client Relationship Management

Tax Law Compliance

Leadership

Communication

Education

Bachelor's Degree in Law, Accounting, or Finance

Juris Doctor (JD)

Certified Public Accountant (CPA)

Job description

An established industry player is seeking a Tax Senior Manager to join their dynamic team. This role focuses on fiduciary taxation and estate planning for high-net-worth clients, requiring exceptional leadership and communication skills. You will manage a team, provide strategic guidance, and ensure compliance with tax laws while fostering strong client relationships. The firm offers a competitive salary and a collaborative environment, making it an exciting opportunity for professionals looking to make a significant impact in wealth management.