New York Licensed Estate Planning Tax Manager

Job Summary

A company is looking for an Estate Planning Tax Manager.

Key Responsibilities:

• Provide exceptional client service
• Develop and implement strategies to reduce clients' estate tax exposure
• Prepare or review estate and trust income tax returns, gift and estate tax returns

Qualifications:

• Bachelor's degree in Accounting, Finance, or related specialty
• Master's degree in Taxation or JD, required
• 5+ years of recent experience in a public accounting firm, law firm, or financial services firm
• Experience with 1041s, 709s, 706s, and summarizing complex trust and estate documents
• Attorney candidates must be licensed in the state of NY