PKF O'Connor Davies

Senior Tax Manager - Trust & Estate

Job Locations US-NY-New York | US-NJ-Cranford
# of Openings
1
Category
Tax

Overview

We are currently seeking a Senior Tax Manager for our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. 

Essential Duties

  • Provide high level fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services
  • Review individual, fiduciary, estate and gift tax returns
  • Review estate and trust fiduciary accountings
  • Handle Federal and State tax notices and audits
  • Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
  • Manage all aspects of client accounts and foster client relationships
  • Review and analyze estate planning related legal documents
  • Business development including networking, public speaking and authoring Trust and Estate related articles
  • Manage other members of the group including monitoring their workload and training and assisting them

Qualifications

  • BA/BS degree in Accounting required; MST preferred
  • CPA license is required
  • Minimum 10 year’s experience working with trust, estate and gift matters
  • Public accounting firm experience required
  • Extensive experience in Tax Advisory and Estate/Trust planning and compliance
  • Ability to establish and maintain good client relationships
  • Excellent oral and written communication skills
  • Proficiency in Microsoft Office applications required
  • Experience with reviewing fiduciary, gift and estate tax returns
  • Preferred experience with Axcess Tax, GEMS, Intelliconnect, RIA Checkpoint and BNA
  • Experience with research software and memo writing required

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Connect With Us!

Not ready to apply? Connect with us for general consideration.