Senior Manager - Estate, Gift and Trust

Job Summary

As a Senior Manager in the Estate, Gift, and Trust group, you will lead and manage the firm's most complex and high-value client engagements. You will oversee the delivery of strategic tax compliance and planning services for high-net-worth individuals, families, and their advisors. This role requires an advanced understanding of estate, gift, and trust taxation, combined with strong leadership and management skills to guide a team, build client relationships, and contribute to the strategic direction of the firm.

About the role

Leadership in Tax Compliance and Oversight

• Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax optimization
• Ensure that all engagements comply with federal, state, and local tax regulations, while proactively addressing complex tax issues
• Provide expert guidance on tax positions and ensure that all tax filings are completed accurately and timely

Strategic Tax Planning and Advisory Services

• Lead the development and execution of sophisticated tax planning strategies, helping clients maximize wealth transfer while minimizing tax burdens
• Build and maintain trusted relationships with clients, attorneys, financial advisors, and other stakeholders to provide holistic wealth management solutions
• Proactively identify opportunities to add value to clients by leveraging advanced tax strategies and tools

Client Relationship Management and Business Development

• Serve as the primary point of contact for high-value clients, managing their complex needs and delivering exceptional service
• Cultivate and maintain long-term relationships with clients, fostering loyalty and identifying opportunities for additional services
• Play a key role in business development, assisting in identifying new opportunities and expanding the firm's client base

Team Leadership and Development

• Manage, mentor, and motivate a team of professionals, fostering a culture of collaboration, continuous learning, and excellence
• Review and provide constructive feedback on team members' work to ensure accuracy and adherence to firm standards
• Develop and implement training programs to elevate team capabilities, preparing staff for future leadership roles

Technical Leadership and Thought Leadership

• Serve as a technical resource within the firm, staying ahead of changes in estate, gift, and trust tax laws, regulations, and industry trends
• Conduct and oversee research on complex tax issues, providing strategic insights and delivering practical solutions to clients
• Develop thought leadership materials and client alerts to position the firm as a trusted advisor in the estate and trust tax space

Process Optimization and Innovation

• Lead initiatives to streamline workflows, improve efficiency, and implement best practices across the team
• Identify and drive technological innovations to enhance service delivery and optimize the client experience
• Oversee the integration of new technologies and tools to continuously improve tax compliance and planning processes

Supervisory responsibilities

• Will supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time

Travel required

• Travel may be frequent and unpredictable, depending on client's needs

Required education and experience

• Bachelor's degree in accounting, finance, or a related field
• Minimum 5 accounting classes, 1 tax class, and one business law class
• 8+ years of relevant experience preparing and reviewing estate, gift and trust returns
• Possession of professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Specific positions may require additional industry or specialization certifications
• Responsible for completing the minimum CPE credit requirement
• Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

What We Offer

Positive Work Environment

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attractive Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

Comprehensive Benefit Package

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.