Senior Tax Manager (Trusts & Estates)

About the job Senior Tax Manager (Trusts & Estates) We are actively seeking a full-time Senior Tax Manager with Trust and Estate experience to join our growing team! The position is open to hybrid, only NJ NYC candidates will be considered. RESPONSIBILITIES INCLUDE: 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 Coordinating tax compliance and planning responsibilities for our multistate environment Maintaining visibility in the Estate and Trust community Maintaining existing business relationships and cultivating new ones Maintaining relationships with and 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 taxSkillsKnowledge: Significant experience providing gift and estate planning strategies to high-net-worth clients Significant experience in 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

Created: 2025-02-28