Tax Senior Manager - Gift, Trust, & Estate Tax

Typical Day in the Life

As a Tax Senior Manager you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Senior Manager might include the following:

• 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.
• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• 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.
• Participating in business development activities.
• Working with the firm Wealth Transition Services team on various projects.

Who You Are

• You have a Bachelor's degree in Accounting and an active CPA license.
• You have 7 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
• You have expertise in transfer tax and estate planning.
• You may have experience with flow-through entities.
• You are an excellent communicator -- your verbal and written communication skills are outstanding.
• You are capable of handling multiple projects at once, and are able to move between projects with ease.
• You have experience developing business and networking.

Must be authorized to work in the United States now or in the future without visa sponsorship.