Trust and Estate Tax Manager

Responsibilities

• Manage and review of Gift, Estate and Trust tax returns
• Build new and existing client relationships and demonstrate knowledge of client industries
• Prepare internal memoranda, written correspondence/ guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities
• Manage tax planning for trust and individual income taxes
• Handle multiple engagements at one time and meet deadlines
• Produce deliverables that are clear, concise, thorough and of professional quality
• Provide guidance and feedback to staff and interns
• Provide technical training and participate in mentorship program
• Dedicated to meeting and exceeding the expectations and requirements of clients

Qualifications

• Strong knowledge of federal and state tax laws and regulations
• Experience with Gift, Estate and Trust tax returns
• Excellent communication and interpersonal skills
• Ability to work independently and manage multiple tasks simultaneously
• Proficiency in Microsoft Office Suite