Tax Manager

Wright Staffing Source; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading staffing agency in New York is seeking a Tax Manager to work with trust and estate clients. The role involves managing complex tax research, planning, and preparation of 1040, 1041, 706, and 709 returns. Candidates should possess a bachelor's degree, CPA certification, and a minimum of 4 years of tax experience. Strong leadership and communication skills are essential. This is a great opportunity for career growth within a dynamic team environment.

Qualifications

• Minimum of 4 years of progressive tax experience with trusts and estates.
• Must have CPA license.
• Minimum of 2 years of supervisory experience in public accounting.

Responsibilities

• Review complex gift, estate and fiduciary income tax returns.
• Provide tax planning and consulting to high net worth clients.
• Manage a team of professionals to complete engagements.

Skills

Tax research

Tax planning

Complex tax return preparation

Client relationship management

Supervisory experience

Excellent communication skills

Education

Bachelor's degree in Accounting

Master's in Taxation

Job description

At Wright Staffing Source, we focus on matching outstanding professionals with organizations that prioritize excellence. By leveraging our expertise in industry trends and offering a tailored approach, we aim to support businesses in creating strong, dynamic teams while helping individuals grow and succeed in their careers.

The Opportunity:

The Tax Manager will work predominately with our trust and estate clients, as well as high net worth individuals. This position offers opportunity for you to demonstrate your expertise in tax research, tax planning, preparation and review of complex 1040, 1041, 706 and 709 returns. In addition, to succeed in this role you will:

• Review complex gift, estate and fiduciary income tax returns;
• Review fiduciary accounting for trusts and estates;
• Provide tax planning and consulting to high net worth clients for estate and individual income taxes;
• Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey obligations and generation skipping tax issues;
• Help generate opportunities within existing clients, as well as meeting with and pursuing new clients; and
• Have responsibility for managing all aspects of client relationships.
• Manage a team of professionals within the group to complete engagements from start to finish.

Required Skills:

• Bachelor's degree in Accounting; Master's in Tax is a plus
• Must have CPA
• Minimum of 4 years of progressive tax experience with trusts and estates, as well as high net worth clients
• Minimum of 2 years of supervisory experience, preferably in a public accounting firm
• Ability to lead, manage and develop staff in a highly interactive team environment
• Excellent communication and presentation (verbal and written) skills

Qualifications:
Education: Bachelors degree in Accounting, Finance, or a related field (Masters in Taxation or related discipline preferred).

Certification: CPA license is required.

How to Apply:
Apply directly to this ad by submitting your application on this page, or send your resume, cover letter, and additional information to [e-mail]

Be sure to include the job title and location in the subject line for immediate consideration.