Senior Tax Manager (Trusts & Estates)

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. Coordinate tax compliance and planning responsibilities for our multistate environment. Maintain visibility in the Estate and Trust community. Maintain existing business relationships and cultivate new ones. Maintain 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.

Qualifications: 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.

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