Tax Manager, Trusts and Estates

Abacus Group (United States); Village of Brightwaters (NY); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Abacus Group seeks a Tax Manager for its Brightwaters, NY office. The role oversees tax accounts, mentors staff, and advises on complex issues, including trusts and estates. You will manage deadlines and budgets, lead client service, and coordinate multiple engagements in a hybrid work setting.

Qualifications include 7+ years in tax, CPA certification, and strong Excel skills. Excellent communication and analytical abilities are essential for success.

Qualifications

• 7+ years of tax experience.
• Experience with Trusts & Estates tax required.
• CPA certification required.
• Excel proficiency essential.

Responsibilities

• Oversee assigned tax accounts, including deadlines and budgets.
• Initiate and complete tax research projects, presenting findings clearly.
• Advise tax preparers, specialists, and audit staff on complex tax issues.
• Prepare complex returns for business, S-Corp, C-Corp, individuals, trusts, and gifts.
• Lead client service, providing guidance and timely deliverables.
• Coordinate multiple engagements and manage time to meet deadlines.
• Utilize tax software such as CCH Axcess, CCH Engagement, and Bloomberg.

Skills

Strong communication

Detail-oriented

Analytical thinking

Education

CPA certification

Tools

Excel

Job description

Our client is a public accounting firm. They seek a Tax Manager to join their Brightwaters, NY office.

Responsibilities

• Oversee assigned tax accounts, including personnel scheduling, deadlines, and time budgets
• Initiate and complete tax research projects, presenting findings clearly and concisely
• Advise tax preparers, specialists, and audit staff on complex tax issues
• Prepare complex business, S-Corp, C-Corp, individual, trust, and gift tax returns, applying advanced tax concepts and analyzing book/tax differences
• Lead client service responsibilities, providing guidance and timely deliverables
• Coordinate multiple engagements and manage time effectively to meet deadlines
• Utilize tax and accounting software, including CCH Axcess, CCH Engagement, BNA Income Tax Planner, Bloomberg Law, Excel, and XCM
• Supervise and mentor senior and staff-level Tax Associates, fostering professional development
• Monitor tax legislation, economic trends, and international tax exposures to advise clients and inform tax planning

Requirements

• 7+ years of tax experience
• Experience with Trusts & Estates tax required
• Excellent written and verbal communication skills
• Detail-oriented and highly analytical
• CPA required
• Excel knowledge required

Job ID:#46594

Tagged as: Hybrid Remote/Office