Our Team has a terrific opening for a Senior Manager in the Tax and Accounting department. Expertise in the areas of Trust and Estate planning and compliance for Ultra High Net Worth Clients are required. A bachelor’s degree and a minimum of five years experience is also required. A background in law, international tax, and/or real estate are additional assets. The candidate needs to have the ability to review and illustrate complex estate, gift, charitable, foundation, and income tax scenarios and determine the appropriate Strategy.
A leader who, under the direction of the managing partner, is responsible for detailed planning and management of engagements for preliminary review of work papers of staff assigned to their direction.
Managing, planning, and Scheduling engagements to ensure work is done within budget constraints, in a timely basis, and accurately.
Relating well with client service teams and other Firm associates.
Researching and writing memos.
Developing long-term professional relationships with clients through exceptional client service.
Identifying and solving issues.
Strong written and oral communication.
Ability to work independently in a fast-paced environment.
Knowledge of Windows, Word, Excel, ePace, depreciation solutions, ProSystems fx Engagement, and other applicable software programs to produce work papers, working trial balances, and related spreadsheets to perform accounting and tax services
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