Tax Manager - Trust and Estate

Salary depends on experience
Posted on 12/10/17 by Philip Whitman
5 - 7 years experience
Business Services
Salary depends on experience
Posted on 12/10/17 Philip Whitman

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. 

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