Senior Manager - Estate, Gift and Trust

Job description

JOB SUMMARY: As a Senior Manager in the Estate, Gift, and Trust group, you will lead and manage the firm’s most complex and high-value client engagements. You will oversee the delivery of strategic tax compliance and planning services for high-net-worth individuals, families, and their advisors. This role requires an advanced understanding of estate, gift, and trust taxation, combined with strong leadership and management skills to guide a team, build client relationships, and contribute to the strategic direction of the firm. JOB DESCRIPTION: Leadership in Tax Compliance and Oversight: Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax optimization Ensure that all engagements comply with federal, state, and local tax regulations, while proactively addressing complex tax issues Provide expert guidance on tax positions and ensure that all tax filings are completed accurately and timely Strategic Tax Planning and Advisory Services: Lead the development and execution of sophisticated tax planning strategies, helping clients maximize wealth transfer while minimizing tax burdens Build a...