Trust & Estate Tax Manager — Client-Focused Advisor
Lavine, Lofgren, Morris & Engelberg, LLP
14 days+
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Job description
- Manage and review of Gift, Estate and Trust tax returns
- Build new and existing client relationships and demonstrate knowledge of client industries
- Prepare internal memoranda, written correspondence/ guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities
- Manage tax planning for trust and individual income taxes
- Handle multiple engagements at one time and meet deadlines
- Produce deliverables that are clear, concise, thorough and of professional quality
- Provide guidance and feedback to staff and interns
- Provide technical training and participate in mentorship program
- Dedicated to meeting and exceeding the expectations and requirements of clients
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