Tax Manager - Trust and Estate

Whitman Business Advisors   •  

Jericho, NY

Industry: Business Services


5 - 7 years

Posted 366 days ago

  by    Philip Whitman

This job is no longer available.

Our client, an accounting, tax, and financial services consulting firm, is looking for an ondividual to assume a leadership position in their tax department.


Essential Duties and Responsibilities:

  • Oversee and maintain control of multiple assignments, including supervision of staff, delegation of work and realization of profitability. Position involves a concentration in individual trust and estate planning and taxation.
  • Assume responsibility for all phases of client assignments, including year-end tax planning and return preparation.
  • Take an active role in leadership, training, motivation, evaluating and recruiting staff.
  • Maintain client contact and awareness of clients’ service requirements.
  • Communicate to Partners all important developments, issues, and recommendations.
  • Act as a liaison between Partners and team members.
  • Participate in the development of new clients and expanding the Firm’s services to existing clients.



Minimum of three years experience as a supervisor or equivalent experience and have exhibited superior technical competence and managerial abilities. Must be motivated, and have the ability to multi-task, organized and have excellent communication skills. Have the ability to supervise and manage. Confident and assertive in dealing with clients. Build expertise in a specialization area. Must take an active role in CPE activities and Firm business development. 


Education and/or Experience:

Bachelors Degree in Accounting. Masters of Taxation. JDpreferred. 6+ years experience in Public accounting, auditing and taxexperience.


Certification, License, Registration:

CPA, Participate in AICPA and NJSCPA and other accounting professional memberships. 


Other Skills and Abilities:

Must be proficient in accounting & tax software.