Tax Manager - Trust & Estate
Hiring Company Industry:
Financial Services
Number of Employees:
1 - 100
Employees
Total Compensation: $100K+
- Bonus / Commission: 10% - 20%
Reports to: Director
Location: New York, NY
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JOB DESCRIPTION
Excellent top rated CPA Firm is seeking a Tax Manager for their Trust & Estate practice.
Responsibilities: - Perform Estate planning for High Net Worth individuals, including family succession planning.
- Prepare estate and trust income tax returns and gift tax returns
- Work could expand into international estate planning issues and issues confronting resident and nonresident aliens.
- Travel between NJ & Midtown NYC
Requirements: - 5+ years experience in the Trust and Estates area
- Understanding of Federal estate taxes, NJ estate and Inheritance taxes
- Understanding of federal income tax issues
- Working knowledge of estate planning issues and techniques
- Understanding of trust and will provisions
- Understanding of generation skipping taxes and planning desired
- Understanding of the Uniform Probate Code a plus
- Strong research and writing skills
Types of returns:
Complicated 1040s, 706 – estate tax returns, 709 – gift tax returns, 1041 – trust income, Some 1065 – family limited partnerships
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