Senior Tax Manager - Trust & Estates

Wiss; Florham Park (NJ); Hybrid; USD 150,000 - 190,000; Full time

Job summary

A leading company seeks an experienced Senior Manager for its Tax Practice in Florham Park, NJ. This role focuses on complex tax planning and compliance services for high-net-worth clients. Candidates should possess a robust accounting background and significant experience in tax advisory and estate planning.

Qualifications

• 7+ years' of relevant tax experience working with trusts, estates and gift tax matters.
• Experience in mid-size public accounting or tax consulting.
• Proficiency in tax research and compliance.

Responsibilities

• Provide fiduciary, personal income, gift and estate tax compliance services.
• Review financial documents and tax returns.
• Manage client accounts and develop business opportunities.

Skills

Tax Advisory

Estate/Trust Planning

Client Relationship Management

Research and Analysis

Communication

Education

Bachelors in Accounting

CPA or Enrolled Agent

MST or LLM in Taxation

Tools

Tax Research Software

Microsoft Office Suite

Job description

Background:

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. Compensation is outlined below.

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

Target Compensation - Please note compensation is commensurate with experience within the individual job family. $150-$190k + discretionary bonus

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."

• Accounting Today (2024)
  • Regional Leaders
  • Fastest Growing Firms
  • Top 100 Firms
  • Top Firms by AUM
• Inside Public Accounting: 2024 Top 100 Firms
• 2024 NJ Best Places to Work
• USA Today: America’s Most Recommended Accounting Firms
• COLOR: 2024 Inclusive Workplace

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.

#LI-HYBRID