Tax Manager, Trust and Estate

Description

• Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems.
• Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner.
• Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/estate tax matters.
• Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines.
• Participate in developing standardized approaches and methodologies for improving the quality and time‐to‐delivery of estate plan solutions.
• Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters.

Requirements

• Ability to quickly become proficient or experience in drafting written correspondence explaining estate plans derived from legal documents
• Ability to quickly become proficient or experience with charting estate plans derived from legal documents
• CPA certification required in the respective state in which they are practicing
• Knowledge and understanding of wealth transfer planning vehicles
• Experience and knowledge of income tax and estate value impact of various trust vehicles including:
• Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
• Experience and knowledge of comprehending trust agreement language
• 5+ years of experience working with individuals, fiduciary, estate and gift compliance

Benefits

• Charitable remainder and lead trusts
• Spousal lifetime access trusts
• Qualified Personal Residence Trust
• Grantor Retained Annuity trusts

Training + Development

Interview process

Visa Sponsorship

Security clearance