Tax Senior Manager (Trust and Estates)

lmcas; New York (NY); Hybrid; USD 200,000 - 250,000; Full time

Job summary

An innovative firm is seeking a Tax Senior Manager specializing in Trust and Estates. This role offers the chance to lead client relationships, manage a talented team, and provide expert tax strategies. You will be instrumental in ensuring compliance with tax regulations while mentoring junior staff. This position provides unlimited growth potential within a supportive work environment, offering flexible hours and a competitive salary. Join a forward-thinking company that values your expertise and encourages professional development.

Benefits

Flexible hours

Remote work options

Competitive compensation

Growth potential

Qualifications

• 10+ years of tax consulting experience in public accounting.
• Experience with High Net Worth clients, especially in Trust and Estates.

Responsibilities

• Communicate effectively with clients and develop positive relationships.
• Supervise, train, and mentor tax staff.

Skills

Tax consulting

Client relationship management

Research and analytical skills

Communication skills

Team management

Education

Bachelor’s Degree in Tax or Accounting

Master’s Degree in Tax or Accounting

Tools

CCH Axcess

Engagement software

Job description

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About Ascend

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. For more information, visit ascendtogether.com.

About Ascend

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. For more information, visit ascendtogether.com.

About LMC

LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients is one aspect, but it is our even greater staff that sets us apart.

For us, it’s about creating a positive work environment that offers flexibility and growth.

LMC is searching for a Tax Senior Manager in our Real Estate practice. We seek an energetic, self-motivated professional with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment while taking on a variety of assignments. Qualified individuals will have the opportunity to join our employee friendly corporate culture.

What You’ll Do

• Primary client contact and liaison; communicate effectively with clients and develop positive relationships with client personnel
• Top review of returns, workpapers and issues within our Trust and Estate Group
• Handle communication from clients and tax authorities. Advise clients on tax strategies.
• Provide future tax planning to clients.
• Interpret wills and trust documents
• Analyze tax data submitted by the client to maximize the outcome for the client.
• Research new tax trends and regulations.
• Ensure compliance with government tax rules.
• Supervise, train and mentor tax staff; Support the growth and development of team members
• Manage multiple assignments inside an engagement.
• Communicates with Partner on work status and client issues that arise
  
  

Qualifications

• Experience working with High Net Worth clients, specifically working with Trust and Estates
• Bachelor’s or Master's Degree in tax or accounting
• Minimum of 10 years of tax consulting/compliance experience in public accounting
• Minimum of 2 years in a managerial role involving clients and team members
• Advanced understanding of federal and state tax laws and regulations
• Strong research and analytical skills
• Ability to fully manage client relationships on behalf of the firm
• Ability to work independently, but also work well with others
• Strong interpersonal and relationship building skills
• Excellent verbal and written communication skills
• Advanced knowledge of applicable accounting software, CCH Axcess & Engagement preferred
  
  

Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.

The annual base salary range for this role is $200,000-250,000. This range includes the anticipated low and high end of LMC’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Business Consulting and Services

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