Location: New York,NY, USA
Our client, is a top notch full service accounting and advisory firm. Our client is currently seeking a Tax Manager or Senior Tax Manager for their Trust and Estate Practice, which provides Estate Planning and Tax Compliance Services.
Responsibilities
Provide high level personal income tax and estate tax compliance services as well as estate planning advisory services
Review and prepare individual, fiduciary, estate and gift tax returns
Prepare and review estate and trust fiduciary accountings
Research Federal and State tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
Manage all aspects of client accounts and foster client relationships
Review and analysis of estate planning related legal documents
Business development including networking, public speaking and authoring Trust and Estate related articles
Qualifications
An undergraduate or graduate degree in Accounting required
CPA licensure is required
Recent public accounting experience required
Extensive experience in Tax Advisory and Estate/Trust planning and compliance
6+ years experience in working with high net-worth clients
Ability to establish and maintain good client relationships
Excellent oral and written communication skills
Proficiency in Microsoft Office applications required
Experience in tax preparation, fiduciary accounting and research software required
Preferred experience with Prosystem Fx, GEMS, Intelliconnect, BNA and PPC software