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Senior Manager Tax - Estates, Gifts, Trusts The candidate will consult with high net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Will conduct research using Thomson Reuters Checkpoint, BN and CCH tax research programs. Review partnership, LLC, S Corporation, 1040, 1041, and estate tax returns. Lead proactive growth for Blue internally and externally. Work with internal leaders, managers; expand existing client relationships by understanding unique client needs, various service lines, and actively advising, assessing, and presenting ways that the firm can serve clients. Mentor and be responsible for the professional growth and development of talented professionals and the overall growth of the practice. Develop strong working relationships and interface with directors, managers, and key leaders across the firm. Drive proactive growth of niche through internal education firmwide, assessing opportunities with clients and prospects, and lead joint meetings with clients and centers of influence. CPA and/or J.D. degree is required. Must have 10+ years of tax experience with a public accounting or law firm with 5+ years of experience with trust/estate tax, gift tax, and benefits taxation. Experience consulting and reporting on benefits is required. Experience with CCH ProSystem FX Engagement and CCH ProSystem Tax preferred.
Position ID: EB-1945905506
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