A professional services firm in New York City is currently seeking an experienced Tax professional to join their staff as their new Tax Manager.Responsibilities:The Tax Manager will:
- Conduct post-mortem planning, including use of disclaimers, allocation of generation-skipping transfer tax exemption
- Implement estate plans to reduce estate and/or gift tax and maximize family wealth, including inter-vivos trusts, postmortem trusts and use of annual/life-time exemptions
- Develop charitable giving strategies to minimize estate, gift and income tax
- Review judicial and non-judicial fiduciary accountings for trusts and estates
- Review federal estate tax returns and applicable state inheritance/estate tax returns
- Review fiduciary income tax returns and provide planning to minimize taxes
- Analyze partnership and corporate structure as they relate to the family's organization
- Perform other duties, as needed
Qualifications:
- 4+ years of experience in a Public Accounting role/setting
- Bachelor's Degree in Accounting or related field
- CPA
- Solid experience in Tax Compliance and Consulting with High Net Worth individuals, trusts, estates, gifts and/or Tax matters for family partnership
- Experience reviewing 1040's 1041s, 709s and 706s
- Experience managing multiple client engagements
- Microsoft Excel proficient
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
Desired Skills: