Attorney in Princeton, NJ

In-House

Princeton, NJ

Attorney in Princeton, NJ

Non-practicing Attorney

Min 8 yrs required

No

Job Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. - Perform primary review of complex tax returns and maintain regular communication with clients. - Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. - Provide training and supervision to staff members, including reviewing and evaluating their work. - Occasional local travel to clients' locations may be required. - Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. - Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. - Collaborate with other tax professionals within the company to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. - Hold self and direct reports responsible for achieving developmental goals. Education and Experience Information: - Bachelor’s Degree in Accounting or equivalent field is required. - 8+ years of tax compliance experience, specializing in individual, fiduciary, estate, and gift taxation. - Recent Public Accounting experience. - CPA, JD, or IRS Enrolled Agent Certification is required. - Preferred: Master’s Degree in Taxation or relevant field. - Experience using GoSystems or CCH Axcess tax software is preferred. Salary Information: The text does not provide specific salary information for the position. The company offers a dynamic work environment where employees are encouraged to innovate and make an impact. The position is part of the Private Client Services (PCS) practice, which focuses on assisting family-owned, closely held businesses, and high net worth individuals to reach their financial goals. The role offers flexibility in terms of office location, following a hybrid working model. The company is a merit-based employer and does not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About Company: Preferred Location: Philadelphia