Tax Senior Manager, Trust & Estate - Private Client Services (pcs)

EisnerAmper

New York, NY, US
Base: $120,000 - $200,000 for nyc + california; ot...
Hybrid
Trust and estate tax planning expertise
Overseeing complex fiduciary tax returns
Client relationship cultivation and management
The role involves overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities while ensuring accuracy

Job Summary

  • The role involves overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities while ensuring accuracy.
  • Candidates will provide expert advisory services including wealth transfer strategies and estate planning to high net worth clients.
  • EisnerAmper offers a hybrid working model with flexibility to manage days in support of work/life balance.

Matching Summary

The role involves overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities while ensuring accuracy.

Salary

Base: $120,000 - $200,000 for NYC and California; Other geographies vary based on market differences

Skills & Requirements

Must-have

  • Trust and estate tax planning expertise
  • Overseeing complex fiduciary tax returns
  • Client relationship cultivation and management
  • Staff training and performance supervision
  • Wealth transfer and charitable planning

Nice-to-have

  • Experience with GoSystems or CCH Axcess software
  • Master's degree in Taxation
  • Entrepreneurial mindset for client dynamics
  • Participation in client seminars and networking
  • Commitment to diversity and inclusion culture

Key Requirements

  • Bachelor's Degree in Accounting required
  • 8+ years of tax compliance experience
  • CPA or IRS Enrolled Agent Certification required
  • Specialization in individual, fiduciary, estate and gift taxation

Work Rights

Not specified

Tailored Resume

Cover Letter