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Years of Experience
Date Last Verified
ProfileTax Services Manager - National Tax - Fiduciary Trust Tax Services Duties: Providing trust tax compliance outsourcing and support services for organizations that utilize a trust accounting system including banks, wealth management firms, family offices, trust companies and law firms. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service. Communicating complex tax issues to non-tax professionals and clients. Oversee, prepare and review 1099 forms and fiduciary income tax returns. Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge. Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel. Identifying and reacting to risks and opportunities to improve our services and processes.
Qualification and Experience
Qualifications: A bachelor’s degree in a related field, supported by significant tax or financial planning experience. A CPA certification or membership in The Bar. 5+ years of work experience in professional services or professional tax organization. A thorough understanding of estate and wealth planning. Experience with federal and state personal and trust income tax. Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds. A thorough understanding of automated tax processing systems and laws within your area of technical professionalism. A proven record in fiduciary tax; thorough understanding of fiduciary tax law and concepts required to prepare US Federal and State returns. Strong analytical skills and attention to detail. The ability to adapt your work style to work with both internal and client team members. Proficient with trust tax software.
Ref - EDI000ME