Tax - Manager - Trust & Estate

How you will contribute:

• Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele
• Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment
• Supervise tax associates and seniors including participation in their training and growth.
• Prepare advanced estate planning projects for unique client situations
• Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement
• Proactive effort to develop new business with both current and prospective clients
• Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above
• Provide overall leadership, supervision, training, and performance feedback to staff
• Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
• Review trust documents and prepare a trust summary document to assist with trust administration

We are looking for people who have Forward Vision and:

• Experience managing multiple client engagements
• A strong sense of ownership for delivering ultra-responsive Client Service
• Excellent supervisory, team building, and time management skills