Tandym Group
Tax Manager - High Net Worth
Tandym Group, New York, New York, us, 10261
A professional services firm in New York City is currently seeking an experienced Tax professional to join their staff as their new Tax Manager.
Responsibilities:
The Tax Manager will:Conduct post-mortem planning, including use of disclaimers, allocation of generation-skipping transfer tax exemptionImplement estate plans to reduce estate and/or gift tax and maximize family wealth, including inter-vivos trusts, postmortem trusts and use of annual/life-time exemptionsDevelop charitable giving strategies to minimize estate, gift and income taxReview judicial and non-judicial fiduciary accountings for trusts and estatesReview federal estate tax returns and applicable state inheritance/estate tax returnsReview fiduciary income tax returns and provide planning to minimize taxesAnalyze partnership and corporate structure as they relate to the family's organizationPerform other duties, as neededQualifications:
4+ years of experience in a Public Accounting role/settingBachelor's Degree in Accounting or related fieldCPASolid experience in Tax Compliance and Consultingwith High Net Worth individuals, trusts, estates, gifts and/or Tax matters for family partnershipExperience reviewing 1040's 1041s, 709s and 706sExperience managing multiple client engagementsMicrosoft Excel proficientGreat interpersonal skillsExcellent communication skills (written and verbal)Strong attention to detailHighly organizedDesired Skills:
Master's Degree
Responsibilities:
The Tax Manager will:Conduct post-mortem planning, including use of disclaimers, allocation of generation-skipping transfer tax exemptionImplement estate plans to reduce estate and/or gift tax and maximize family wealth, including inter-vivos trusts, postmortem trusts and use of annual/life-time exemptionsDevelop charitable giving strategies to minimize estate, gift and income taxReview judicial and non-judicial fiduciary accountings for trusts and estatesReview federal estate tax returns and applicable state inheritance/estate tax returnsReview fiduciary income tax returns and provide planning to minimize taxesAnalyze partnership and corporate structure as they relate to the family's organizationPerform other duties, as neededQualifications:
4+ years of experience in a Public Accounting role/settingBachelor's Degree in Accounting or related fieldCPASolid experience in Tax Compliance and Consultingwith High Net Worth individuals, trusts, estates, gifts and/or Tax matters for family partnershipExperience reviewing 1040's 1041s, 709s and 706sExperience managing multiple client engagementsMicrosoft Excel proficientGreat interpersonal skillsExcellent communication skills (written and verbal)Strong attention to detailHighly organizedDesired Skills:
Master's Degree