Fiduciary Tax Manager

Our client is seeking a talented Fiduciary Tax Specialist to join their Client Tax Team. The job can be hired at various levels – Fiduciary Tax Senior, Fiduciary Tax Assistant Manager or Fiduciary Tax Manager levels.

• Responsible for a comprehensive fiduciary tax assignment that will consist of all aspects involved with the preparation and filing of federal and state tax returns, estimated payments and projections for non-grantor trusts, grantor trusts, charitable remainder trusts and private foundations
• Working in a group setting, this role will include the responsibility of reviewing and mentoring the work of junior staff
• Work closely with senior members of the fiduciary tax group, client account managers, new business advisors, clients and outside advisors with the opportunity to get involved with planning and consulting projects for clients and prospects
• Research various federal and state tax issues, utilizing internet research tools
• Correspond with various tax authorities
• Analyze and interpret trust instruments and other pertinent documents, including GST analysis

• Minimum of 4 years fiduciary tax experience required
• Bachelor’s degree required, CPA a plus
• Good computer skills and proficiency in Microsoft Word, Outlook, and Excel
• Familiarity with CCH Axcess and OneSource tax software a plus
• Experience with Hedge fund K-1’s, ESBT’s and state nexus issues a plus
• Experience with federal and state e-filings and e-payments a plus
• Clear communicator with good writing skills
• Ability to work effectively under pressure
• Highly motivated self-starter
• Well organized and attentive to detail
• Ability to work in a team structure
• Effective organizational skills (able to handle multiple priorities)
• Ability to adapt to various changes