Senior Tax Manager Trust Estate High Net Worth (Remote)

We are excited to invite an accomplished Senior Tax Manager or Director to join our esteemed firm, renowned for delivering exceptional tax planning services to high-net-worth individuals. This role presents a unique opportunity to lead a dedicated team within a client-centric environment, with flexibility for remote work arrangements. While the position is based near Buffalo, NY, we welcome candidates in the surrounding areas or those willing to relocate.

Key Responsibilities

• Formulate Comprehensive Tax Strategies: Utilize your extensive knowledge to design personalized tax plans tailored to meet each client’s distinct financial objectives.
• Implement Trust Structures: Advise on and execute various trust strategies to enhance wealth transfer efficiency and reduce tax burdens.
• Oversee Complex Tax Returns: Manage the preparation and filing of personal, fiduciary, estate, and gift tax returns, ensuring compliance and accuracy.
• Conduct Detailed Tax Research: Investigate and address intricate tax challenges through rigorous analysis and research methodologies.
• Cultivate Strong Client Relationships: Build enduring connections with clients by providing customized insights and exemplary service that address their specific requirements.

Required Skills

• Extensive Experience: A minimum of 10 years in tax planning, preferably within a CPA firm, advisory, consulting, wealth management, or legal firm.
• In-depth Tax Knowledge: A thorough understanding of the US tax code and its practical applications to fulfill client needs.
• Technical Proficiency: Competence in reviewing personal, fiduciary, estate, and gift tax returns.
• Strong Communication Skills: Ability to articulate complex tax concepts clearly to clients and team members.
• Leadership Ability: Demonstrated leadership experience with a focus on mentoring and nurturing a collaborative team environment.
• Required Credentials: CPA, JD, or EA certification is mandatory.

Qualifications

• A Bachelor’s degree in Accounting, Finance, or a related discipline is necessary.
• Proven capability in leading tax planning initiatives and managing client relationships effectively.

Career Growth Opportunities

Join a well-established organization that prides itself on a legacy of success spanning over three decades. Benefit from a supportive culture that emphasizes personal and professional development, offering pathways for advancement within a dynamic and evolving firm.

Company Culture And Values

Become part of a firm that values its people and fosters an environment of collaboration, where your contributions are recognized and appreciated. Enjoy a balanced approach to work and life with flexible arrangements designed to support your well-being.

Compensation And Benefits

• Competitive salary reflective of experience.
• Comprehensive health benefits and retirement savings options.
• Flexible work arrangements promoting work-life balance.

Why Join Us?

If you are ready to elevate your career and make a significant impact in the field of tax management, we encourage you to apply today. Join our talented team dedicated to achieving outstanding results for clients while nurturing a supportive and flexible work culture.

Employment Type: Full-Time