Estate & Trust Tax Manager/Senior Manager

Accounting Buffalo, NY


Estate & Trust Tax Manager/Senior Manager

We are a firm committed to maintaining high standards of excellence in delivering professional services that exceed our client's expectations and to creating an environment for our people which provides challenging opportunities and an enriching work experience.

We offer a caring and nurturing environment where professionals can learn and grow at a pace that is appropriate for each person. Our culture emphasizes respect for, and development of the individual to allow any person to realize his or her potential. We understand the need for balance between professional and personal lives and offer flexibility based on your individual needs.

As a member of our management team, you would provide tax services to our clients in the trusts & estates practice area, working specifically on estate and trust planning and compliance focused on high net worth individuals.

Required Skills:

  • Must have obtained a college degree that includes significant concentration of accounting or tax courses
  • Have 7 plus years of Estate and Trust planning & compliance experience
  • Familiarity with preparing or reviewing final personal income tax returns for decedents, fiduciary income tax returns for estates and trusts, estate tax returns and gift tax returns
  • Prior involvement in developing and implementing tax planning strategies for high net worth individuals, including exposure to utilization of various types of trust instruments to achieve client goals
  • Identify issues, perform tax research, and draw conclusions
  • Prepare and review complex tax projections and tax returns
  • Active CPA license or JD with Trust and Estate focus
  • Must be able to work necessary hours, including required OT around client deadlines
  • Analytical and a problem solver
  • Teach, guide and mentor team members
  • Exhibit a consistent positive and professional attitude
  • Ability to manage, lead and effectively delegate to other team members
  • Ability to work independently and manage multiple deadlines
  • Detail oriented, thorough
  • Excellent organizational skills
  • Strong written and verbal communication skills