Description
We are actively seeking a full-time Senior Tax Manager with Trust and Estate experience to join our growing team. This position offers a hybrid work model, and we will only consider candidates from NJ/NYC.
Responsibilities
• Be a leader within the Private Client Service / Estate and Trust practice of the Firm.
• Develop, supervise, and mentor members of the Private Client Service / Estate and Trust team.
• Coordinate tax compliance and planning responsibilities for our multistate environment.
• Maintain visibility in the Estate and Trust community.
• Maintain existing business relationships and cultivate new ones.
• Advise clients in Estate and Trust matters.
• Perform extensive tax compliance, research, consulting, and planning for individual, fiduciary, not-for-profit (private foundation), gift, and estate tax.
Skills/Knowledge
• Significant experience providing gift and estate planning strategies to high-net-worth clients.
• Significant experience working with estate tax, gift tax, and fiduciary income tax returns.
• Knowledge of fiduciary accounting concepts.
• Technical expertise in relevant areas.
• Ability to provide seamless, integrated services to clients.
• Strong project management skills.
• Excellent written and verbal communication skills.
Employment Type: Full-Time
Location: Parsippany-Troy Hills, NJ
Posted: Sept. 23, 2024, 8:48 p.m.
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