Tax Manager, High Net-Worth Individuals, Trust, Estate & Gift

Tax Manager, High Net-Worth Individuals, Trust, Estate & Gift

The primary functions of the role include:

·      Preparation, review and/or management of tax forms/returns related to high-net-worth individuals, trusts and estates

·      Developing and handling strong relationships with clients (both current and prospective), financial consultants, wealth advisors, estates and trusts lawyers, and firm colleagues.

·      Function as a specialist resource for addressing in-house trust, estate and income tax questions and issues.

·      Uncover unstated needs from the clients to offer additional services where relevant

·      Present to large and small groups to share your expertise

·      Educate internal partners on your skills and ability to support their clients to drive referrals

·      Develop processes to improve workflow, productivity and best practices

Qualified candidate should have:

·      Bachelor's degree, preferably in accounting

·      7-10 years of relevant experience, including preparation, review and management of IRS Forms 1040, 1041, 706 and 709

·      At least one of the following credentials: CPA, EA, MST, JD, LLM, CTFA, AEP

·      Previous experience working within the trusts and estates (or equivalent) department of a midsize CPA firm, law firm, trust company or family office is strongly preferred

·      Extensive experience working on matters related to high-net-worth clients

·      Shown experience in discovering unstated needs through diagnostic information gathering

·      Excellent presentation skills and demonstrated success in a collaborative environment

·      Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills

·      Ability to demonstrate exceptional effectiveness as a trusted advisor

·      Ability to build strong internal relationships

·      Working in office from mid-January through the initial tax deadline (typically 4/15), as well as during the period of 8/15 through the extended tax deadline (typically 10/15). Barring an urgency necessitating in office work (i.e. an estate tax return deadline, etc.), you will enjoy a flexible/hybrid work schedule throughout the remainder of the year.

·      Travel estimated to be <5%.

We believe we have developed a successful business model and that our values drive our outstanding work environment. We value teamwork, integrity, exceptional client service, open communication, and adaptability to change.

In addition to the salary range, this role provides growth opportunities through partner and is also eligible for bonus and incentive opportunities as well as a suite of other benefits, including a 401(k) with company matching contributions, paid time off, health dental and vision insurance, etc.