UHNW Tax Specialist: Trusts & Estates

Abacus Group; New York (NY); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

Abacus Group is seeking a Tax Preparer for its Manhattan, NY office to service ultra-high-net-worth individuals and related entities, including trusts and estates. You will prepare federal, state, and local returns and coordinate with attorneys and investment managers.

The ideal candidate has a CPA, a bachelor’s degree in accounting, 4+ years of tax experience, strong communication, and analytical skills, and you will handle FBAR/FATCA reporting, gift and estate tax returns, and proactive tax

Qualifikationen

• Bachelor’s degree in accounting or related field.
• 4+ years of experience preparing taxes for UHNW individuals.
• Experience with trust, gift, and estate tax return preparation and compliance.
• CPA required.

Aufgaben

• Prepare and review federal, state, and local returns for UHNW individuals and related entities.
• Draft fiduciary returns for trusts and estates.
• Prepare gift and estate tax returns (Form 709, 706) and ensure compliance.
• Oversee FBAR (FinCEN 114) and FATCA (Form 8938) reporting.
• Serve as primary client contact and coordinate with external advisors.
• Assist in responding to notices and audit support.
• Identify planning opportunities for charitable giving and wealth transfer.

Kenntnisse

Communication skills

Analytical mindset

Ausbildung

Bachelor’s degree in accounting or related field

CPA

Jobbeschreibung

Abacus Group is seeking a Tax Preparer for its Manhattan, NY office to service ultra-high-net-worth individuals and related entities, including trusts and estates. You will prepare federal, state, and local returns and coordinate with attorneys and investment managers.

The ideal candidate has a CPA, a bachelor’s degree in accounting, 4+ years of tax experience, strong communication, and analytical skills, and you will handle FBAR/FATCA reporting, gift and estate tax returns, and proactive tax