Senior Tax Manager (Trusts & Estates)

Yeah! Global

  • New York
  • Today
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    Skills

    • Accountingunmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Estate Planningunmatched
    • Fiduciaryunmatched
    • High Net Worthunmatched
    • Income Taxunmatched
    • Maintain Complianceunmatched
    • Mentoringunmatched
    • Nonprofitunmatched
    • Presentation/Verbal Skillsunmatched
    • Private Client Servicesunmatched
    • Project/Program Managementunmatched
    • Strategic Planningunmatched
    • Tax Planningunmatched
    • Tax Regulationsunmatched
    • Tax Returnsunmatched
    • Writing Skillsunmatched

    Description

    We are actively seeking a full-time Senior Tax Manager with Trust and Estate experience to join our growing team! The position is open to hybrid, only NJ/ NYC candidates will be considered.


    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

    Numbers & Facts

    LocationNew York
    Websitehttps://www.yeahglobal.com

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