JOB SUMMARY

As a Senior Manager in the Estate, Gift, and Trust group, you will lead and manage the firm’s most complex and high-value client engagements. You will oversee the delivery of strategic tax compliance and planning services for high-net-worth individuals, families, and their advisors. This role requires an advanced understanding of estate, gift, and trust taxation, combined with strong leadership and management skills to guide a team, build client relationships, and contribute to the strategic direction of the firm.

JOB DESCRIPTION

Leadership in Tax Compliance and Oversight:

• Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax optimization
• Ensure that all engagements comply with federal, state, and local tax regulations, while proactively addressing complex tax issues
• Provide expert guidance on tax positions and ensure that all tax filings are completed accurately and timely

Strategic Tax Planning and Advisory Services:

• Lead the development and execution of sophisticated tax planning strategies, helping clients maximize wealth transfer while minimizing tax burdens
• Build and maintain trusted relationships with clients, attorneys, financial advisors, and other stakeholders to provide holistic wealth management solutions
• Proactively identify opportunities to add value to clients by leveraging advanced tax strategies and tools

Client Relationship Management and Business Development:

• Serve as the primary point of contact for high-value clients, managing their complex needs and delivering exceptional service
• Cultivate and maintain long-term relationships with clients, fostering loyalty and identifying opportunities for additional services
• Play a key role in business development, assisting in identifying new opportunities and expanding the firm’s client base

Team Leadership and Development:

• Manage, mentor, and motivate a team of professionals, fostering a culture of collaboration, continuous learning, and excellence
• Review and provide constructive feedback on team members' work to ensure accuracy and adherence to firm standards
• Develop and implement training programs to elevate team capabilities, preparing staff for future leadership roles

Technical Leadership and Thought Leadership:

• Serve as a technical resource within the firm, staying ahead of changes in estate, gift, and trust tax laws, regulations, and industry trends
• Conduct and oversee research on complex tax issues, providing strategic insights and delivering practical solutions to clients
• Develop thought leadership materials and client alerts to position the firm as a trusted advisor in the estate and trust tax space

Process Optimization and Innovation:

• Lead initiatives to streamline workflows, improve efficiency, and implement best practices across the team
• Identify and drive technological innovations to enhance service delivery and optimize the client experience
• Oversee the integration of new technologies and tools to continuously improve tax compliance and planning processes

Supervisory responsibilities

• Will supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time

Travel required

• Travel may be frequent and unpredictable, depending on client’s needs

Required education and experience

• Bachelor’s degree in accounting, finance, or a related field
• Minimum 5 accounting classes, 1 tax class, and one business law class
• 8+ years of relevant experience preparing and reviewing estate, gift and trust returns
• Possession of professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Specific positions may require additional industry or specialization certifications
• Responsible for completing the minimum CPE credit requirement
• Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are re