Our client is a public accounting firm. They seek a Senior Tax Manager to join their Private Client Group in their Manhattan, NY office.
Responsibilities
- Serve as the point of contact for private clients, answering their concerns and inquiries
- Build and maintain strong relationships with high-net-worth clients and their families
- Understand the client’s financial goals, objectives, and family dynamics
- Advice on trust and estate planning strategies tailored to individual client needs
- Review complex trust and estate planning documents to ensure they meet the client’s goals
- Implement trust and estate planning strategies to minimize tax liabilities
- Work with legal professionals to construct and review trust agreements and wills
- Assist clients in transferring wealth to future generations efficiently and according to their wishes
- Guide on gifting strategies, charitable giving, and philanthropic endeavors
- Stay updated on changes in tax laws and advise clients on tax-efficient strategies
Requirements
- Bachelor’s degree in Accounting
- 8+ years of high-net-work client experience
- Knowledge of trust and estate laws and tax laws
- Proven leadership and management skills
- An analytical mindset with a keen attention to detail
- Excellent communication and interpersonal skills
- CPA required
- Strong Excel skills
Job ID: 46660
