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    Senior Tax Manager - New York, United States - Jobgenix

    Jobgenix
    Jobgenix New York, United States

    2 weeks ago

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    Description

    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 multi-state 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:

    • Bachelors or Masters degree in Accounting or related field required
    • CPA or EA, preferably
    • Minimum 7 to 10 years of experience with a public accounting and/or professional services firm or law firm
    • 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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