Tax Manager - High Net Worth - Tandym

A professional services firm in New York City is currently seeking an experienced Tax professional to join their staff as their new Tax Manager.

Responsibilities:

• Conduct post-mortem planning, including use of disclaimers, allocation of generation-skipping transfer tax exemption
• Implement estate plans to reduce estate and/or gift tax and maximize family wealth, including inter-vivos trusts, postmortem trusts and use of annual/life-time exemptions
• Develop charitable giving strategies to minimize estate, gift and income tax
• Review judicial and non-judicial fiduciary accountings for trusts and estates
• Review federal estate tax returns and applicable state inheritance/estate tax returns
• Review fiduciary income tax returns and provide planning to minimize taxes
• Analyze partnership and corporate structure as they relate to the family's organization
• Perform other duties, as needed

Qualifications:

• 4+ years of experience in a Public Accounting role/setting
• Bachelor's Degree in Accounting or related field
• CPA
• Solid experience in Tax Compliance and Consulting with High Net Worth individuals, trusts, estates, gifts and/or Tax matters for family partnership
• Experience reviewing 1040's 1041s, 709s and 706s
• Experience managing multiple client engagements
• Microsoft Excel proficient
• Great interpersonal skills
• Excellent communication skills (written and verbal)
• Strong attention to detail
• Highly organized

Desired Skills:

• Master's Degree