Tax Senior Manager - Gift, Trust, & Estate Tax
About The Position
The Tax Senior Manager works with clients on the transition of wealth from one generation to the next. The role reviews gift, estate, and fiduciary tax returns and works with staff to ensure returns are completed accurately, on time, and in accordance with firm processes. It includes coaching and mentoring staff, interpreting legal documents related to estate and business succession planning, and assisting clients with varying levels of estate-planning knowledge. The Tax Senior Manager evaluates individual and estate tax situations to identify applicable tax benefits and implements planning based on cash flow projections, income distribution, business succession, estate preservation, and estate-plan flow. The role manages client relationships, proactively identifies solutions that add value to the client experience, participates in business development, and works with the Wealth Transition Services team on projects.
Requirements
- Bachelor’s degree in Accounting, an active CPA license, or Enrolled Agent (EA) certification.
- At least 7 years of public accounting tax experience, including experience with gift, trust, and estate tax returns.
- Expertise in transfer tax and estate planning.
- Excellent verbal and written communication skills.
- Ability to multitask and meet deadlines.
- Experience developing business and networking.
- Must be authorized to work in the United States now or in the future without visa sponsorship.
Nice To Haves
- Experience with flow-through entities and private foundations.
Responsibilities
- Review gift, estate, and fiduciary tax returns.
- Work with staff to ensure gift, estate, and fiduciary tax returns are completed correctly, by required deadlines, and under firm processes.
- Coach and mentor staff.
- Interpret and review legal documents related to estate and business succession planning.
- Assist clients with varying levels of estate-planning knowledge.
- Analyze individual and estate tax situations to ensure applicable tax benefits are applied.
- Implement planning based on cash flow projections, distribution of income, business succession, estate preservation, and estate-plan flow.
- Manage internal and external client relationships and proactively seek solutions that add value to the client experience.
- Participate in business development activities.
- Work with the firm’s Wealth Transition Services team on 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
Senior
