Senior Tax Manager (Trusts & Estates)

Parsippany, NJ
Full Time
Senior Manager/Supervisor

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 tax

Qualifications
  • 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
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