Trust Manager - Operations jobs in Trenton, NJ

Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Trust and Estate Tax Manager
  • WithumSmith+Brown
  • Princeton, NJ FULL_TIME
  • Looking to work at a firm that encourages a work life balance and a path to Partnership? 

    WithumSmith Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape.  Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 

    Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. 

    As a Trust & Estate Tax Manager, you’ll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.       

    Withum’s brand is a reflection of our people, our culture and our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.  

    How you’ll spend your time: 

    • Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
    •  Reviewing of fiduciary accountings for estates and trusts
    • Providing tax planning and consulting to our firm’s high net worth client for estate and individual income taxes
    • Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues
    • Identifying  additional estate and income tax planning opportunities for clients
    • Overseeing billing and collections of clients
    • Managing, coaching, and mentoring staff, seniors, and supervisors
    • Researching and drafting memorandum involving complex tax matters 
    • Identifying and implementing tax planning opportunities 
    • Overseeing complete tax research projects for a variety of clients and diverse industries 
    • Managing multiple engagements concurrently with various teams to efficiently meet client deadlines 
    • Conducting constructive discussions with team members on their evaluations and providing counsel accordingly 
    • Serving in professional development programs as an instructor or discussion leader 

    The kinds of people we want to talk to have many of the following: 

    • Bachelor's degree in accounting and CPA license, JD or a Masters of Science in Taxation required
    • At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff, and an emphasis on Gift, Estate, and Trust knowledge
    • Excellent analytical and technical tax skills 
    • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships 
    • Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment 
    • Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management 
    • Excellent analytical, organizational, project management skills, and strong attention to detail 

    The compensation for this position will vary by location. If you reside in California, New York City, Washington D.C., or Washington State, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

    California and Seattle ranges are from $115,000 - 200,000 annually
    New York City ranges are from $105,000 - $160,000 annually
    Washington, D.C. ranges are from $105,000 - $170,000 annually

    Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

    #LI -MM1

  • 13 Days Ago

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Trust and Estate Tax Senior Manager
  • WithumSmith+Brown
  • Princeton, NJ FULL_TIME
  • Looking to work at a firm that encourages a work life balance and a path to Partnership? WithumSmith Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients...
  • Just Posted

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Operations Manager
  • Orangetheory - Franchise #0308
  • Princeton, NJ FULL_TIME
  • Benefits: 401(k) Competitive salary Dental insurance Health insurance Training & development Vision insurance Wellness resources Operations Manager: Role, Expectations, and Responsibilities Who we are...
  • 9 Days Ago

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Operations Manager
  • Bowlero Corp
  • FEASTERVILLE, PA OTHER
  • Overview Operations Manager $70,000 - $75,000 Benefits! Imagine your ideal job. Now add bowling. And arcade games. And parties every day of the week. This isn’t any ordinary office; it’s the beginning...
  • 12 Days Ago

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Operations Manager
  • ATAVAS, INC
  • Trenton, NJ FULL_TIME
  • Over 35 years of experience in providing quality precast and pre-stressed concrete products to the Tri-State and surrounding areas! We are looking for an Operations Manager: Oversee day to day operati...
  • Just Posted

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Operations Manager
  • CVS Health Retail
  • Jamison, PA FULL_TIME
  • The Operations Manager is a member of the Store Management team, and as such, fulfills the company purpose of helping people on their path to better health by driving store execution and performance w...
  • Just Posted

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0 Trust Manager - Operations jobs found in Trenton, NJ area

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Operations Manager
  • IndeVets
  • Philadelphia, PA
  • Overview: Voted one of INC.s Fastest Growing Companies in 2022, IndeVets is a company devoted to making the lives of vet...
  • 3/19/2024 12:00:00 AM

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Operations Manager
  • Legend Biotech Corp
  • Raritan, NJ
  • Company Information Legend Biotech is a global biotechnology company dedicated to treating, and one day curing, life-thr...
  • 3/19/2024 12:00:00 AM

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Operations Manager
  • Drytech Restoration LLC
  • Hillsborough, NJ
  • Job Description Job Description EXPERIENCE IN WATER DAMAGE RESTORATION A MUST Responsibilities The Operations Manager pr...
  • 3/18/2024 12:00:00 AM

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Operations Manager
  • CVS Health
  • Philadelphia, PA
  • Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to ever...
  • 3/17/2024 12:00:00 AM

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Operations Manager
  • Express Employment Professionals Elizabeth-Union NJ
  • Cranford, NJ
  • Job Description Job Description We have the job for you! An opportunity you can't resist We are looking for an energetic...
  • 3/16/2024 12:00:00 AM

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Operations Manager
  • ATAVAS, INC
  • Trenton, NJ
  • Over 35 years of experience in providing quality precast and pre-stressed concrete products to the Tri-State and surroun...
  • 3/15/2024 12:00:00 AM

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Operations Manager
  • College Hunks Hauling Junk & Moving
  • Trenton, NJ
  • Company Overview COMPANY MISSION: To live our four core values of Building Leaders; Always Branding; Listen to Fulfill a...
  • 3/15/2024 12:00:00 AM

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Operations Manager
  • CVS Health
  • Asbury Park, NJ
  • Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to ever...
  • 3/15/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 8.155 square miles (21.122 km2), including 7.648 square miles (19.809 km2) of land and 0.507 square mile (1.313 km2) of water (6.21%). Several bridges across the Delaware River – the Trenton–Morrisville Toll Bridge, Lower Trenton Bridge and Calhoun Street Bridge – connect Trenton to Morrisville, Pennsylvania, all of which are operated by the Delaware River Joint Toll Bridge Commission. Trenton is located near the exact geographic center of the state, which is 5 miles (8.0 km) located southeast of Trenton. The city is so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Manager - Operations jobs
$115,750 to $168,352
Trenton, New Jersey area prices
were up 1.5% from a year ago

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