Trust & Estate Tax Manager

Madison-Davis; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Madison-Davis, LLC is seeking an experienced Trust & Estate Tax professional to join its Estates & Personal Group in New York. The role centers on fiduciary accounting, estate and gift tax compliance, trust administration, and sophisticated estate planning support.

You will work with attorneys to file complex returns, respond to IRS/state inquiries, and guide on planning strategies. You will prepare Surrogate's Court accountings and informational returns for tax-exempt entities, while

Qualifications

• Bachelor's degree in Accounting, Tax, or a related field.
• 5–10 years of trust and estate tax experience, preferably in a law firm.
• Experience preparing estate, gift, and fiduciary income tax returns.
• Knowledge of fiduciary accounting and Surrogate's Court accountings.
• Experience with estate planning calculations, including QPRTs, GRATs, CRATs, and CLUTs.
• Proficiency with OMEGA accounting software and ProSystem tax software.
• Strong Microsoft Excel and PowerPoint skills.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to manage multiple priorities independently.
• Ability to build effective relationships with attorneys and clients.

Responsibilities

• Prepare and file federal and state estate, gift, and fiduciary income tax returns.
• Prepare estate and trust accountings for Surrogate's Court filings.
• Maintain estate and trust accounting records and tax information.
• Prepare informational tax returns for tax-exempt entities.
• Perform estate and gift tax planning calculations, including QPRTs, GRATs, CRATs, and CLUTs.
• Partner directly with attorneys within the Estates & Personal Group on client matters.
• Respond to IRS and New York State audit inquiries.
• Analyze fiduciary accounting information to support tax compliance and planning.
• Ensure accurate documentation and compliance with firm policies and information security standards.
• Manage multiple client engagements while maintaining high-quality service and attention to detail.

Skills

Attention to detail

Communication skills

Legal tax knowledge

Education

Bachelor's degree in Accounting, Tax, or related field

Tools

OMEGA accounting software

Wolters Kluwer ProSystem tax software

Microsoft Excel

PowerPoint

Job description

ABOUT THE ROLE

A leading law firm is seeking an experienced Trust & Estate Tax professional to join its Estates & Personal Group. This role focuses on fiduciary accounting, estate and gift tax compliance, trust and estate administration, and estate planning support. The successful candidate will work closely with attorneys, prepare complex tax filings and Surrogate's Court accountings, respond to IRS and state tax inquiries, and provide technical guidance on sophisticated estate planning strategies.

RESPONSIBILITIES

• Prepare and file federal and state estate, gift, and fiduciary income tax returns.
• Prepare estate and trust accountings for Surrogate's Court filings.
• Maintain estate and trust accounting records and tax information.
• Prepare informational tax returns for tax-exempt entities.
• Perform estate and gift tax planning calculations, including QPRTs, GRATs, CRATs, and CLUTs.
• Partner directly with attorneys within the Estates & Personal Group on client matters.
• Respond to IRS and New York State audit inquiries.
• Analyze fiduciary accounting information to support tax compliance and planning.
• Ensure accurate documentation and compliance with firm policies and information security standards.
• Manage multiple client engagements while maintaining high-quality service and attention to detail.

QUALIFICATIONS

• Bachelor's degree in Accounting, Tax, or a related field.
• 5 10 years of trust and estate tax experience, preferably within a law firm.
• Experience preparing estate, gift, and fiduciary income tax returns.
• Knowledge of fiduciary accounting and Surrogate's Court accountings.
• Experience with estate planning calculations, including QPRTs, GRATs, CRATs, and CLUTs.
• Proficiency with OMEGA accounting software and Wolters Kluwer ProSystem tax software.
• Strong Microsoft Excel and PowerPoint skills.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to manage multiple priorities independently.
• Ability to build effective relationships with attorneys and clients.