Trusts & Estates - Tax Manager

Confidential Company  •  New York City, NY and New York, NY

5 - 7 years experience  •  Financial Services

$140K - $180K
Posted on 08/01/17 by Kevin Meyers
Confidential Company
New York City, NY
5 - 7 years experience
Financial Services
$140K - $180K
Posted on 08/01/17 Kevin Meyers

Trusts & Estates - Tax Manager - NYC  - FT51948

New York City, NY

100,000 - 140,000

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.


Required Knowledge, Skills, and Abilities:

  1.  CPA certification
  2. Must Recent Public Accountingexperience
  3.   At least 5 yearsexperience in the preparation and review of fiduciary income tax returns.
  4.  Expert knowledge of the preparation of trusts, estate, gift tax returns and trust accounting.
  5. Management experience
  6. Present Salary?
  7. Salary Expectation?

8.Must be a US Citizen or Green Card holder?

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