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Estate & Trust Tax Manager (Hybrid Remote)

BuffaloHybridFull-time

AI Summary

Manages estate and trust tax engagements, prepares and reviews complex returns, leads gift and estate planning for high-net-worth clients, and supervises senior and staff accountants.

About this role

Our staff enjoy flexible hours, summer Fridays, hybrid remote work arrangements and dress for your day attire!


Engagements for Estate & Trust Tax Managers include:

  • Prepare and review complex estate gift tax and trust returns
  • Lead estate and gift planning for high network clients
  • Perform tax research
  • Recognize in advance possible problem areas of an engagement
  • Take responsibility for tax returns ensuring returns are being completed by the deadlines
  • Further develop the skills necessary to build quality client relationships and loyalty
  • Help train and supervise In-Charge Senior, Senior and Staff Accountants
  • Motivate and assist staff in their professional development including appropriate delegation of work
  • Assist the Principals and Partners wherever possible including billing of client work
  • Monitor time budgets for large tax engagements
  • Represent the Firm in professional and service organizations


The salary range for this position is $100,000 -$120,000 dependent on experience.


Benefits:

  • Ability to advance within the firm
  • Family Friendly Culture
  • Competitive Salary and Benefits Package
  • Flexible Work Schedules
  • Hybrid Remote Work Arrangements
  • Summer Fridays
  • Average of 55 hours a week during tax season
  • Dress for your Day
  • Professional Development Plan for all accountants
  • Mentor Program

Skills

BillingClient Relationship ManagementDelegationEstate PlanningEstate Tax ReturnsGift PlanningGift Tax ReturnsMentoringProfessional DevelopmentTax ComplianceTax ResearchTime BudgetingTrust Tax Returns

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