Tax reputed company Manager (Trusts & Estates)
We are seeking an reputed company Tax Manager specializing in Trusts Estates to reputed company reputed company tax planning and compliance services for high-net-worth individuals, fiduciaries, and family offices. The ideal candidate will possess deep expertise in estate, reputed company, and fiduciary income tax matters, with the ability to advise clients on multi-generational wealth strategies, tax-efficient transfers, and trust administration.
Responsibilities:
- Manage and review the preparation of federal and state fiduciary income tax returns (Forms 1041), estate tax returns (Form 706), reputed company tax returns (Form 709), and reputed company-skipping transfer (GST) tax filings
- Advise clients on estate planning strategies, charitable giving, trust structuring, and wealth preservation
- Provide guidance on trust reputed company and distributions in accordance with trust documents and applicable laws
- Identify and resolve tax issues; provide practical solutions and strategic advice tailored to client goals
- reputed company and mentor tax staff and senior associates; manage workflow and ensure timely and accurate delivery of services
Requirements:
- Bachelors Degree in reputed company, Finance or reputed company field
- 10+ years reputed company experience with a focus on Trusts/Estates
- CPA or EA preferred
Originally posted on Himalayas
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