Tax Manager - Trusts & Estates / Fiduciary Tax


New York, NY

Industry: Financial Services


5 - 7 years

Posted 411 days ago

This job is no longer available.

Tax Manager - Trusts & Estates/Fiduciary Tax (cpa firm)

 (cpa firm)

Salary:   125,000 – 150,000   

Industry:  Public Accounting firm

Reports to: Partner

Relocation: Negotiable

Regional CPA firm seeking to add a Trusts & Estates Tax Manager to its staff.


  • Assume full responsibility for directing multiple engagements
  • Review estate fiduciary income tax returns along with the decedent’s final individual 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.
  • Develop post mortem tax-saving strategies for the estate accounts.
  • Provide oversight and direction to team of tax specialists in the delivery of tax services.


  • CPA certification
  • Recent Public Accounting experience
  • At least 5years experience in the preparation and review of fiduciary income tax returns.

  • Expert knowledge of the preparation of trusts, estate, gift tax returns and trust accounting
$120K - $150K