Senior Tax Manager (Trusts & Estates)

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About this Job:At Sax LLP, we are driven by our ability to turn every clients dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!We are actively seeking a full-time Senior Tax Manager with Trust and Estate experience to join our growing team! The position is remote in the U.S. if living out of the NJ/NYC area.RESPONSIBILITIES INCLUDE:Be a leader within the Private Client Service / Estate and Trust practice of the FirmDevelop, supervise and mentor members of the Private Client Service / Estate and Trust teamCoordinating tax compliance and planning responsibilities for our multistate environmentMaintaining visibility in the Estate and Trust communityMaintaining existing business relationships and cultivating new onesMaintaining relationships with and advise clients in Estate and Trust mattersPerform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate taxSkills/Knowledge:Significant experience providing gift and estate planning strategies to high-net-worth clientsSignificant experience in working with estate tax, gift tax and fiduciary income tax returns;Knowledge of fiduciary accounting conceptsTechnical expertise in relevant areasAbility to provide seamless, integrated services to clientsStrong project management skillsExcellent written and verbal communication skills

15 April 2024
Location: United States New York New York
Work type:
Full time
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.


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