Senior Tax Manager – Trusts & Estates (Hybrid)

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

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.