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Estates and Trusts Tax Manager

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About The Opportunity

A professional services firm in New York City is currently seeking an experienced Tax professional, with a strong Estates and Trusts background, for a promising Manager-level position with their growing staff. This is a great opportunity for a diligent and highly motivated Estates and Trusts to gain valuable work experience and further their career with an established firm. Apply today!


Professional Services Firm


The Estates and Trusts Tax Manager will be responsible for:

Form 1040 tax return review
Form 1041 trust tax return review
Preparing trust accountings for state court review
Form 706 federal estate tax, and inheritance tax, return review
Organizing trust and estate financial data and communicating a summary for client advisory decision-making purposes


5+ years of experience from either a sophisticated Accounting firm with an Individual Trusts and Estates Practice or Law firm Trust and Estate Group
Bachelor's Degree in Accounting
Solid Tax background (Compliance, Fiduciary, Individual, Research & Planning, Trust / Estate)
Demonstrated practical Compliance experience
Experience providing Consulting Services
Microsoft Excel proficient
Solid analytical and research skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized

Desired Skills

Master's Degree in Taxation

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