Attorney in New York City, NY

Profile

Tax Senior - Trust & Estate
Duties: Provide high level personal financial and estate compliance services. Prepare and review individual, fiduciary, estate and gift tax returns. Prepare and review estate and trust fiduciary accountings. Research Federal and State tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and provide timely, high quality client service that meets or exceeds client expectations.

Qualification and Experience

Qualifications: Bachelor’s degree in Accounting. 4+ years of recent experience in Public Accounting with an emphasis in working with high net-worth clients. Experience in Tax Advisory and Estate/Trust planning and compliance. Ability to establish and maintain good client relationships. Excellent oral and written communication skills. Proficiency in Microsoft Office applications required. Experience in tax preparation, fiduciary accounting and research software required.