Tax Senior or Tax Manager - Trusts & Estates

Regal Executive Search; Boston (MA); On-site; USD 100,000 - 160,000; Full time

Job summary

A leading firm is seeking a Tax Senior or Manager to join their Trusts & Estates team in Boston. The ideal candidate should possess strong tax research skills, a Bachelor's degree in Accounting, and a minimum of 5 years of relevant experience. This role involves managing complex tax returns and providing consulting services to high net worth individuals, with opportunities for career advancement in a collaborative environment.

Benefits

Flexible work environment

Competitive benefits

Qualifications

• Minimum of 5 years of progressive tax experience.
• Minimum of 2 years of supervisory experience.
• Ability to lead, manage, and develop staff.

Responsibilities

• Review complex gift, estate, and fiduciary income tax returns.
• Provide tax planning and consulting for high net worth clients.
• Manage all aspects of client relationships.

Skills

Tax research skills

Communication skills

Leadership

Education

Bachelor's degree in Accounting

Master's in Tax

CPA, LLM or JD

Job description

Tax Senior or Tax Manager - Trusts & Estates

Tax Senior or Tax Manager - Trust & Estate


Job description


If you are:

A highly dedicated professional with impressive credentials and driven by new challenges and growth opportunities
A team player who believes in providing world-class client service and interested in becoming immersed in various industries
Looking for a work environment that values and promotes camaraderie, collaboration and giving back to the community


We offer:

Endless opportunities to contribute to the firm in the US
A unique culture that values collaboration in everything we do
A team of professionals driven by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a difference
A network of 2,700 professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and work
Varied career paths supported by strong professional development programs and resources
A flexible work environment with competitive benefits


The Tax Senior or Manager will work predominately with our trust and estate clients, as well as high net worth individuals. This position offers opportunity for advancement, while providing an 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.


Required Skills:

Bachelor's degree in Accounting; Master's in Tax is a plus
CPA, LLM or JD is preferred
Minimum of 5 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
Strong tax research skills
Ability to lead, manage and develop staff in a highly interactive team environment
Excellent communication and presentation (verbal and written) skills

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