Trust & Estate (Fiduciary) Managers

Tax Staffing SolutionsNew York, NY
3d

About The Position

The Trust & Estate (Fiduciary Tax) Manager is responsible for reviewing and managing the preparation of estate tax returns, gift tax returns, fiduciary tax returns and accountings for estates and trusts. Resolve issues pertaining to the administration of trusts and estates. Interface with attorneys in the firm, bank officers and other counsel on issues concerning the administration of trusts and estates, fiduciary accounting and tax matters. Supervises the work of fiduciary tax accountants. Perform other duties as assigned/

Responsibilities

  • Reviewing and managing the preparation of estate tax returns
  • Reviewing and managing the preparation of gift tax returns
  • Reviewing and managing the preparation of fiduciary tax returns
  • Reviewing and managing the preparation of accountings for estates and trusts
  • Resolve issues pertaining to the administration of trusts and estates
  • Interface with attorneys in the firm, bank officers and other counsel on issues concerning the administration of trusts and estates, fiduciary accounting and tax matters
  • Supervises the work of fiduciary tax accountants
  • Perform other duties as assigned
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service