Tax Manager - High Net Worth

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 andor gift tax and maximize family wealth, including inter-vivos trusts, postmortem trusts and use of annuallife-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 inheritanceestate 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 rolesetting Bachelor's Degree in Accounting or related field CPA Solid experience in Tax Compliance and Consulting with High Net Worth individuals, trusts, estates, gifts andor 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: Master's Degree

Created: 2025-02-23