Tax Manager - Gift, Trust & Estate Tax
About The Position
As a Tax Manager you will be responsible for working with clients and assist them with the transition of wealth from one generation to the next. A typical day as a Tax Manager might include: Interpreting and reviewing various legal documents in relation to estate and business succession planning. Technical research on estate planning and compliance matters for internal clients. Assisting clients who may have varied levels of estate planning knowledge. Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied. Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. Assist in preparation of marketing materials and presentation of internal and external webinar trainings. Preparing and reviewing gift, estate and fiduciary tax returns. Working with staff to ensure gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes. Coaching and mentoring staff. Participating in business development activities. Working with the firm Wealth Transition Services team on various projects.
Requirements
- Bachelor's degree in Accounting
- Active CPA license or Enrolled Agent (EA) certification.
- 5+ years of experience in public accounting or related field working with a focus on individual clients and corporate trust companies.
- Excellent communicator -- verbal and written communication skills are outstanding. The position will interact with clients at all levels of the income scale and will speak to groups on wealth transition topics.
- Expertise in transfer tax and estate planning.
- Experience with flow-through entities and private foundations.
- Excel at managing multiple priorities and always meet your deadlines.
- Experience developing business and networking
- Must be authorized to work in the United States now or in the future without visa sponsorship.
Responsibilities
- Interpreting and reviewing various legal documents in relation to estate and business succession planning.
- Technical research on estate planning and compliance matters for internal clients.
- Assisting clients who may have varied levels of estate planning knowledge.
- Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
- Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
- Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
- Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
- Preparing and reviewing gift, estate and fiduciary tax returns.
- Working with staff to ensure gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.
- Coaching and mentoring staff.
- Participating in business development activities.
- Working with the firm Wealth Transition Services team on various projects.
Benefits
- generous paid time off
- comprehensive medical, dental, and vision insurance
- 401(k) profit sharing
- life and disability insurance
- lifestyle spending account
- certification incentives
- education assistance
- referral program
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What This Job Offers
Job Type
Full-time
Career Level
Manager
