Tax Manager - Trusts & Estates / Fiduciary Tax

Confidential Company  •  New York, NY

5 - 7 years experience  •  Financial Services

$120K - $150K
Posted on 10/27/17
Confidential Company
New York, NY
5 - 7 years experience
Financial Services
$120K - $150K
Posted on 10/27/17

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
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