Tax Manager, Trust & Estate

New York, NY 10017 | Work from home flexibility

Posted: 01/23/2024 Job Category: Financial Job Number: 2728

Job Description

Tax Manager- Trust & Estate, HNW 
Industry: Financial 
Status: Full-Time 
Location: New York City, 
Hybrid 

 
THE ROLE YOU WILL PLAY

  • Consult and provide tax expertise to high-net-worth clients concerning fiduciary duties.
  • Manage book of clients as it pertains to trust and estate tax planning, preparing fiduciary tax returns, and conducting research relating to fiduciary tax matters.
  • Partner with Estate Administrators and Portfolio Managers in tax related matters providing high-level management of client accounts.

COMPANY PROFILE AND BENEFITS
 
  • Premier global wealth management firm with experts in their field. 
  • Career stability and longevity.
  • Work-life balance at forefront of company culture. 
  • Collaborative team atmosphere.
  • Competitive compensation and full benefits package. 
 
BACKGROUND PROFILE
  • BA (Accounting/Taxation), MBA preferred.
  • 8+ years of tax industry experience.
  • Expertise in trust & estate tax returns.  
  • CPA (preferred).

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