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Years of Experience
Date Last Verified
ProfileTax - Manager - Trust and Estates Responsibilities: Provide high level personal financial, income tax and estate/trust planning services. Review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance feedback to those supervised. Conduct internal training courses or seminars on technical subjects.
Qualification and Experience
Qualifications: An undergraduate or graduate degree in Accounting required. Master’s Degree in Accounting or Taxation or Law desired. CPA licensure or JD Degree required. Recent public accounting experience required. Tax Advisory and Estate Planning experiences required. 7+ years' experience in dealing with high net worth clients required. 3+ years' managerial experience required. Ability to establish and maintain good client relationships. Proven ability to develop new business relationships and expand services to existing clients.. Excellent communication skills-both oral and written. Proficiency in Microsoft Office applications required. Exposure to Tax preparation and research software required including RIA, CCH, BNA, ProFx desired.
Req #: RSM545