Trust & Estate Tax Principal / Senior Manager


San Francisco, CA

Industry: Staffing & Recruiting


8 - 10 years

Posted 106 days ago

  by    Ron Simpson

Overview: The Trust and Estate Tax Director/Senior Manager is responsible for developing and delivering tax consulting services for High Net Worth Individuals and Family Groups. The primary service focus on design and implementation of complex estate plans, providing consulting services in the related areas of gifting, charitable giving and trust compliance and administration.


Responsibilities: Manage multiple engagements including compliance, consulting, and planning services Manage client relationships by providing timely and appropriate communication and services Develop and mentor staff providing them with leadership, counseling and career guidance Generate and or assist with new business development activities Design and communicate planning opportunities to clients ensuring successful implementation Manage engagement budgeting, client billings and collection of accounts receivable


Qualifications: BA or BS in Accounting, Finance, Business or Law. MST or LLM strongly preferred CPA or JD required 15+ years of public accounting or Law experience, minimum 10 years tax required A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines Excellent analytical, research, supervisory, organizational, project management, written and verbal communications skills Knowledge of complex tax concepts and applications related to federal and state tax laws and regulations Ability to effectively present information and facilitate meetings

$120K to $185K