Trusts & Estates Tax Manager / Sr. Manager (cpa firm) - hybrid

CPA firm

  • Woodbury, NY
  • 11 days ago
  • $135,000–$210,000 Per Year
  • Full-time
  • Employee

Highlights

CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to take full responsibility for directing multiple engagements.

Numbers & Facts

LocationWoodbury, NY
Job TypeFull-time, Employee
Salary$135,000–$210,000 Per Year

Description

CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to  take full responsibility for directing multiple engagements.

 

 

 

Job Responsibilities

  • 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. 

Qualifications

  • CPA certification
  • Recent Public Accounting experience 
  • At least 5 years 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.
  • Management experience 

Skills

  • Certified Public Accountant (CPA)
  • Public Accounting

Benefits

Paid Time-Off, Prescription Drug Coverage, Life Insurance, 401K Match, Paid Sick Days, Professional Development, 401K, Medical, Dental, Vision

About Company

Top 100 CPA firm 

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