Manager, Trust & Estates - New York, NY
Job Type: Fulltime
Job Description:
Manager, Trust & Estates $100k - $120k plus bonus
Premier NYC Accounting and Advisory leader seeks an exceptional individual to manage their Fiduciary Tax / Trusts & Estates Team. You will be responsible for the efficient, accurate, complete, and timely review and preparation of all clients' filing of estate, gift, individual and fiduciary tax returns as well as judicial accountings. You will be expected to work independently, supervise others and have experience in fiduciary accounting, high end estates, filing 1041's, 1040's, 709's and 706's, and fiduciary state tax returns. Advanced technical and research skills in a variety of tax areas, along with well-developed and applied management and supervisory skills are required.
Specific Responsibilities:
• Review estate fiduciary income tax returns along with the decedent's final individual income tax return.
• Review trust fiduciary income tax returns and individual income tax returns assigned
• Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes
• Review accounting transactions, disbursements and receipts to principal and income accounts to ensure proper treatment for judicial accountings
• Develop post mortem tax-saving strategies for the estate accounts
• Assist clients with various accounting related matters
• Keep abreast of tax changes and issues that could affect clients
• Effectively supervise staff, seniors and supervisors
Qualifications
• Bachelor degree in Accounting, Taxation and/or other appropriate academic major
• CPA certification highly preferred
• 5-7 years experience in the preparation and review of fiduciary income tax returns
• Knowledge of the preparation of trusts, estate, gift tax returns and trust accounting
• Strong client interaction skills
• Excellent written and verbal communication skills
• A dedication to teamwork and leadership
• Integrity within a professional environment
• Working knowledge of GoSystem and Zane software a plus
The firm offers an outstanding benefits package which includes:
• Health and dental insurance
• Retirement savings(401k/Roth IRA)
• Life and disability insurance
• Pre-tax transit program
• Paid holidays and vacation time
• Continuing education benefits
• Mentor program
• Community involvement
For more information on this job posting, please go to:
http://www.find-a-job-usa.com/NY-jobs.html
