Senior Tax Manager
Jobgenix - new york city, NY
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About the job Senior Tax Manager 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 multi-state 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 tax Skills/Knowledge: Bachelors or Masters degree in Accounting or related field required CPA or EA, preferably Minimum 7 to 10 years of experience with a public accounting and/or professional services firm or law firm 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: 2024-07-07