Summary of Responsibilities:

The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.

Salary range: $175,000 - $225,000

Essential Functions:

1.     Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations.

2.     Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary.

3.     Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.

4.     Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients.

5.     Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions.

6.     Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients.

7.     Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.

8.     Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements.

9.     Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs.

10.  Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns.

11.  Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters.

12.  Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate.

13.  Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities.

14.  Technical expertise in international tax issues and forms including Forms 706, 5227, and 1041.

Other Functions:

1. Prepares other reports and projects as requested from time to time by the partners.
2. Researches and evaluates tax preparation and tax research software for recommendation to partners.
3. Performs such other duties as may be assigned.