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