Job Details

Tax - Senior Manager - Trust And Estates

Company name


Organization Type


Job Type


Years of Experience

Min 10 yrs required


Indianapolis, IN

Date Last Verified

Mar 16,2018

Posted on

Jul 01,2017
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Senior Tax Manager - Trust and Estates The candidate will 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 and drive the success of multiple engagements. Manage all aspects of client accounts and foster client relationships. Manage within budgetary and time constraints while providing a high-level of client satisfaction. 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. An undergraduate or graduate degree in Accounting required. Master's Degree in Accounting or Taxation or Law preferred. CPA licensure or JD required. Recent public accounting experience required. Tax Advisory and Estate Planning experiences required. 10+ years of experience in dealing with high net worth clients including 5+ years of managerial experience required. Proven ability to develop new business relationships and expand services to existing clients and excellent communication skills-both oral and written required. Proficiency in Microsoft Office applications required. Exposure to Tax preparation and research software required including RIA, CCH, BNA, ProFx preferred.

Additional info

Job ID: RSM547

Company info

Hiring Coordinator
9225 Priority Way West Drive
Suite 300
Indianapolis, IN 46240

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