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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 ...
Estate, Gift and Trust Tax Manager
The candidate will report to the Estate, Gift and Trust Director. Will work closely the company's high net worth clients. Oversee the tax compliance related to such work. Work with those dedicated to client projects and assist with specialized research as it relates to the estate and trust planning specialty. This role includes staff mentoring, management and administrative functions. Responsible for this area of practice will work closel...
The candidate will be filled with opportunities to serve as the primary point of contact and trusted advisor for high net worth clients, build, solidify and expand client relationships, strategize and assist with the resolution of complex issues, and implement wealth management strategies in collaboration with the client’s other advisors (such as attorneys and accountants). Develop an intimate knowledge of the client’s entire financial and family situati...