Senior Tax Manager (Trusts & Estates)

Location

Remote | Canada

Job description

Job Function:  Accounting

Reporting To : Tax Partner

Job Type:  Full time

Team Size To Manage: 7

Our client is actively seeking a full-time Senior Tax Manager with Trust and Estate experience to join our growing team! The position is remote in the U.S. if living out of the NJ/NYC area.

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

Skills/Knowledge:

• 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

Comprehensive Benefits Package includes:

• Generous Paid Time Off and Holidays
• Paid Volunteer Day
• Health and Wellness Initiatives and Incentives
• Medical, Dental, Vision and Life Insurance
• Short- and Long-Term Disability
• Flexible Spending Accounts
• Tuition Reimbursement for Advanced Degrees
• 401K Plan with Sax Matching Contribution
• Summer Fridays
• Employee Referral Bonus
• Firm-Sponsored Events and much more!

Skills - Must Have :

Bachelor’s or Master’s degree in Accounting or related field required CPA or EA, preferably a Minimum 7 to 10 years of experience with a public accounting and/or professional services firm or law firm

Job tags

Salary