About the Opportunity
A professional services firm in New Jersey is currently seeking an experienced Tax professional, with a strong background dealing with Trusts and Estates, for a promising Managerial position with their staff. In this role, the Tax Manager will be responsible for reviewing gift, estate, fiduciary income, individual income, and private foundation tax returns.
Company Description
Professional Services Firm
Job Description
The Tax Manager (Trusts and Estates) will be responsible for:
Reviewing and analyzing trust documents, Last Will and Testaments, powers of attorney, health care directive, shareholder agreements, and other related documents
Engagement planning, organization, and delegation to maximize efficiency & effectiveness, achieve quality goals, maintain productivity, and maximize realization
Performing research using CCH Intelliconnect, RIA Checkpoint and/or BNA Online
Managing client assignments and assuring timely filing of all related tax returns
Developing outside relationships with a goal of fostering business development opportunities through involvement in leadership roles in professional groups, community service, and personal relationships with other professional advisors such as attorneys, investment advisors, insurance advisors, private bankers, etc.
Required Skills
8+ years of relevant Tax experience at a Law firm, Public Accounting firm, or Bank Trust department
Bachelor's Degree in Accounting
CPA
Significant experience servicing Fiduciary and High Net Worth individual clients & their related entities, businesses, & families while working with their various professional advisors (attorneys, estate planners, investment advisors, insurance advisors, etc.)
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized
Desired Skills
Drafting experience
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