Whitman Business Advisors - New York, NY
posted 4 months ago
Our client is a top-notch full-service accounting and advisory firm located in New York, NY, currently seeking a Trust and Estate Manager for their Trust and Estate Practice. This role is pivotal in providing comprehensive Estate Planning and Tax Compliance Services to high-net-worth clients. The Trust and Estate Manager will be responsible for delivering high-level personal income tax and estate tax compliance services, as well as offering estate planning advisory services. This position requires a deep understanding of tax laws and the ability to navigate complex estate planning scenarios. In this role, the Trust and Estate Manager will review and prepare individual, fiduciary, estate, and gift tax returns, ensuring accuracy and compliance with all relevant regulations. Additionally, the manager will prepare and review estate and trust fiduciary accountings, which are essential for maintaining transparency and accountability in estate management. The position also involves researching Federal and State tax laws, preparing tax memorandums on technical topics, and developing innovative tax savings strategies tailored to the unique needs of clients. A significant aspect of this role is managing all aspects of client accounts and fostering strong client relationships. The Trust and Estate Manager will be expected to conduct reviews and analyses of estate planning-related legal documents, ensuring that all strategies align with the clients' goals and legal requirements. Furthermore, business development is a key responsibility, which includes networking, public speaking, and authoring Trust and Estate-related articles to enhance the firm's visibility and credibility in the market.