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Manager Of Trusts And Estates

  • Ref: 282810
  • Type: Direct Hire
  • Location: Ridgefield, CT
  • Industry: Accounting
  • Job Level: Manager
  • Pay: Negotiable

Opportunity Description

We are currently seeking someone to fulfill the opening of a Manager of Trusts and Estates for an accounting firm.

Company Information

Our client, a regional accounting firm, is a corporation based on the belief that a personal touch with a client is the best way to conduct business. As an employee for our client, you will be part of a team that goes above and beyond to bring the human side to their professional relationships.

Job Duties

  • Prepare and review complex fiduciary income tax returns, gift tax returns, estate taxes and various other tax returns.
  • Conduct complex tax research projects for high net worth clients.
  • Provide tax compliance, tax planning, and estate planning services for high net worth clients.
  • Provide high level personal financial and estate planning services.
  • Organize trust and estate financial data and communicate summary for client advisory decision-making purposes.
  • Conduct appropriate and applicable research regarding tax issues to ensure accuracy and implementation of specific tax law and provide guidance to clients and/or suggest alternatives.
  • Assist staff with correcting complex errors on tax forms.
  • Remain familiar with IRS guidelines and accounting principles.
  • Oversee various tax audits as necessary.
  • Interact with IRS and state tax agencies to address inquiries.
  • Manage daily client workflow and multiple client projects at any given time.
  • Complete assignments within timeline and budget.
  • Form ‘Trusted Advisor’ relationship with clients, primary specialty area focused.
  • Hold meetings with clients to discuss strategy and recommendations.
  • Regularly and proactively correspond with clients regarding the status of projects.
  • Proactively identify areas to help clients and upsell firm services to clients as applicable.
  • Oversee client engagements.
  • Seek ways to motivate staff and encourage growth.
  • Assist staff with development of staff interests, specialties, and strengths.
  • Oversee delegation of work to staff to ensure non-productive time is minimized and excessive overtime mitigated.
  • Keeps partner informed of all important developments on engagement, analyzes problems and recommends solutions.
  • Works closely with Partners to satisfy the needs with planning compliance.
  • Monitor project profitability.
  • Focus on meeting or exceeding target statements.
  • Review correspondence to client for approval and signature of a partner.
  • Travel roughly 15-25%. Geographic area primarily limited to Tri-State area.

Education

Bachelor’s degree in Accounting or Master’s degree in accounting or taxation or related field.

Experience & Skills Required

  • Minimum 10 year’s tax and management experience required.
  • Experience with tax advisory and estate planning, estate and trust administration (including probate filings and probate accounting).
  • Experience providing services to private foundations, estates, and small partnerships.
  • Proficiency in use of computers, including use of Microsoft Excel.
  • Understanding of and sensitivity to confidential information.
  • Ability to meet time constraints and client deadlines.
  • Ability to work heavy overtime from January to April 15 (may be in excess of 55 hours per week).
  • Occasional overtime work required throughout the year.

Certifications

CPA certified or equivalent.