Aprio
Top 35 business advisory and CPA firm helping clients and team members achieve what's next.
Estate Planning Tax Manager
Location
New Jersey
Posted
62 days ago
Salary
$98.5K - $160K / year
Postgraduate Degree5 yrs expEnglish
Job Description
• Provide exceptional client service
• Develop and implement strategies to reduce clients’ estate tax exposure
• Listen to clients and assist them in designing estate plan that captures their intentions
• Prepare or review estate and trust income tax returns, gift and estate tax returns
• Work closely with clients to provide tax planning, consulting and compliance services
• Manage, develop, train, and mentor staff
• Work with partners on delivering innovative tax planning strategies
Job Requirements
- Bachelor's degree in Accounting, Finance, or related specialty
- Masters degree in Taxation or JD, required
- Attorney candidates must be licensed in state of NY, but can work remotely*
- 5+ years of recent experience working in a public accounting firm, law firm, or financial services firm.
- Experience in 1041s, 709s, 706s and summarizing complex trust and estate documents
- Exceptional verbal and written communication skills
- Computer expertise including knowledge of tax software and technology
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
