Tax Manager / Senior Manager - Estate, Gift, Trust

The Estate/Gift/Trust tax group is seeking a Manager or Sr. Manager with a strong background in working with high net worth individuals and family offices, who can handle multiple client relationships and advise on various individual income, trust, estate and gift tax consulting and compliance matters. HCVT’s Estate/Gift/Trust tax group is unique because we often work with clients (and their attorneys as needed) to advise and structure estate plans, including both charitable and non-charitable gifting, establishing trusts, and income and transfer tax strategies. In addition to consulting, we prepare relevant tax returns resulting from the implementation of their plans.

Responsibilities

Providing tax compliance and advisory services to High Net Worth Individuals, including their closely related businesses, trusts, and exempt organizations; Working closely with clients and their other advisors to advise on income tax issues and related tax planning; Developing and maintaining strong client relationships with client personnel and prospective clients; Identifying and proposing resolutions to complex income tax issues; Researching complex tax issues; Ensuring quality of work product; Overseeing planning and scheduling of engagements; Monitoring work-flow; Coaching and mentoring individual team members; Providing formal and informal feedback

Requirements

Strong background in working with high net worth individuals and family offices; Experience handling multiple client relationships and advising on various individual income, trust, estate and gift tax consulting and compliance matters; Has proven experience in leading and supervising a team of seniors and staff accountants; Can learn, teach, and supervise in a fast paced environment and is receptive to feedback and coaching; Demonstrated advanced project management skills; Communicate progress to partners; Strong technical aptitude and communication skills; Ability to work independently; Ability to multi-task, prioritize responsibilities, and take initiative on projects; High attention to detail; Positive attitude and team player mentality with a can-do spirit; Microsoft Office skills must all be strong; Ability to utilize firm technology to enhance client service; Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required; 5+ years of experience; Bachelor's degree in accounting or related major; Licensed CPA; Experience with individual income tax, gift tax, estate tax and trust taxation; Excellent research skills and ability to research complex tax issues

Nice to have

Estate planning experience; Master's Degree, J.D. or LLM

Benefits

Variety of benefits and perks