Senior Tax Manager (Trusts & Estates)

Yeah! Global; New York (NY); Hybrid; USD 100,000 - 150,000; Full time

Job summary

A financial consulting firm is seeking a full-time Senior Tax Manager with Trust and Estate experience. This role requires leadership within the Private Client Service team, emphasizing significant experience in tax compliance and planning for high-net-worth individuals. Candidates should possess strong skills in estate and gift tax strategies and maintain client relationships. The position is hybrid, but only candidates from NJ/NYC will be considered.

Qualifications

• Significant experience in providing gift and estate planning strategies to high-net-worth clients.
• Experience working with estate tax, gift tax, and fiduciary income tax returns.
• Knowledge of fiduciary accounting concepts.

Responsibilities

• Lead within the Private Client Service / Estate and Trust practice.
• Supervise and mentor team members in the Estate and Trust team.
• Coordinating tax compliance and planning responsibilities.

Skills

Gift and estate planning strategies for high-net-worth clients

Experience with estate tax, gift tax, and fiduciary income tax returns

Fiduciary accounting concepts knowledge

Excellent written and verbal communication skills

Job description

About the job Senior Tax Manager (Trusts & Estates)

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 INCLUDE:

• 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
• Excellent written and verbal communication skills