Trust Estate Planning Tax Manager

Job Summary

A company is looking for a Tax Manager specializing in Trust & Estate Planning.

Key Responsibilities:

• Review estate tax returns, gift tax returns, and trust income tax returns for accuracy and compliance
• Assist clients with tax planning and optimization strategies for estate tax, gift tax, and trust income tax
• Build and maintain strong client relationships, providing clear explanations and addressing client concerns

Required Qualifications:

• Bachelor's degree in Accounting, Finance, or related field (CPA preferred)
• 5+ years of experience in accounting, with a focus on estate tax, gift tax, and trust income tax
• Strong understanding of tax laws and regulations related to estate, gift, and trust taxation
• Proficiency in tax software and financial analysis tools
• Ability to work independently and as part of a team