A professional services firm in New York City is currently seeking an experienced Tax professional to join their staff as their new Tax Manager.
Responsibilities:
The Tax Manager will:
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Conduct post-mortem planning, including use of disclaimers, allocation of generation-skipping transfer tax exemption
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Implement estate plans to reduce estate and/or gift tax and maximize family wealth, including inter-vivos trusts, postmortem trusts and use of annual/life-time exemptions
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Develop charitable giving strategies to minimize estate, gift and income tax
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Review judicial and non-judicial fiduciary accountings for trusts and estates
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Review federal estate tax returns and applicable state inheritance/estate tax returns
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Review fiduciary income tax returns and provide planning to minimize taxes
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Analyze partnership and corporate structure as they relate to the family's organization
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Perform other duties, as needed
Qualifications:
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4+ years of experience in a Public Accounting role/setting
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Bachelor's Degree in Accounting or related field
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CPA
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Solid experience in Tax Compliance and Consulting with High Net Worth individuals, trusts, estates, gifts and/or Tax matters for family partnership
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Experience reviewing 1040's 1041s, 709s and 706s
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Experience managing multiple client engagements
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Microsoft Excel proficient
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Great interpersonal skills
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Excellent communication skills (written and verbal)
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Strong attention to detail
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Highly organized
Desired Skills: