Tax Senior Or Tax Manager - Trusts & Estates

Regal Executive SearchBoston, MA

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Job Description

Tax Senior or Tax Manager - Trust & Estate

Job description

If you are:

A highly dedicated professional with impressive credentials and driven by new challenges and growth opportunitiesA team player who believes in providing world-class client service and interested in becoming immersed in various industriesLooking for a work environment that values and promotes camaraderie, collaboration and giving back to the community

We offer:

Endless opportunities to contribute to the firm in the USA unique culture that values collaboration in everything we doA team of professionals driven by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a differenceA network of 2,700 professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and workVaried career paths supported by strong professional development programs and resourcesA flexible work environment with competitive benefits

The Tax Senior or Manager will work predominately with our trust and estate clients, as well as high net worth individuals. This position offers opportunity for advancement, while providing an opportunity for you to demonstrate your expertise in tax research, tax planning, preparation and review of complex 1040, 1041, 706 and 709 returns. In addition, to succeed in this role you will:

Review complex gift, estate and fiduciary income tax returns;Review fiduciary accounting for trusts and estates;Provide tax planning and consulting to high net worth clients for estate and individual income taxes;Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey obligations and generation skipping tax issues;Help generate opportunities within existing clients, as well as meeting with and pursuing new clients; andHave responsibility for managing all aspects of client relationships.

Required Skills:

Bachelor's degree in Accounting; Master's in Tax is a plusCPA, LLM or JD is preferredMinimum of 5 years of progressive tax experience with trusts and estates, as well as high net worth clientsMinimum of 2 years of supervisory experience, preferably in a public accounting firmStrong tax research skillsAbility to lead, manage and develop staff in a highly interactive team environmentExcellent communication and presentation (verbal and written) skills

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FAQs About Tax Senior Or Tax Manager - Trusts & Estates Jobs at Regal Executive Search

What is the work location for this position at Regal Executive Search?

This job at Regal Executive Search is located in Boston, MA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Regal Executive Search?

Employer has not shared pay details for this role.

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