Trust And Estate Tax Manager
Red Bank, NJ
Trust and Estate Tax Manager
The candidate will work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Prepare and review complex gift, estate, and fiduciary income tax returns, including related schedules and forms, Preparation and review of fiduciary accountings for estates and trusts, Provide tax planning and consulting to our firm’s high net worth client for estate and individual income taxes, Research and consult on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues, Identify additional estate and income tax planning opportunities for clients, Oversee billing and collections of clients, Manage, coach, and mentor staff, seniors, and supervisors, Researching and drafting memorandum involving complex tax matters , Identifying and implementing tax planning opportunities , Overseeing complete tax research projects for a variety of clients and diverse industries , Managing multiple engagements concurrently with various teams to efficiently meet client deadlines, Conducting constructive discussions with team members on their evaluations and providing counsel accordingly , Serving in professional development programs as an instructor or discussion leader. Bachelor's degree in accounting and CPA license, JD or a Masters of Science in Taxation , 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff, and an emphasis on Gift, Estate, and Trust knowledge are required. Excellent analytical and technical tax skills are required. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships , Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment , Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management , Excellent analytical, organizational, project management skills, and strong attention to detail are required.
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