Trust Team Manager jobs in Middlesex, NJ

Overview

We are currently seeking a Tax Manager or a Senior Tax Manager to join our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. 

Essential Duties

• Provide high level fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services
• Review individual, fiduciary, estate and gift tax returns
• Review estate and trust fiduciary accountings
• Handle Federal and State tax notices and audits
• Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
• Manage all aspects of client accounts and foster client relationships
• Review and analyze estate planning related legal documents
• Business development including networking, public speaking and authoring Trust and Estate related articles
• Manage other members of the group including monitoring their workload and training and assisting them

Qualifications

• BA/BS degree in Accounting required; MST preferred
• Active CPA license or EA certification required
• Minimum 10 year’s experience working with trust, estate and gift matters
• Public accounting firm experience required
• Extensive experience in Tax Advisory and Estate/Trust planning and compliance
• Ability to establish and maintain good client relationships
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications required
• Experience with reviewing fiduciary, gift and estate tax returns
• Preferred experience with Axcess Tax, GEMS, Intelliconnect, RIA Checkpoint and BNA
• Experience with research software and memo writing required
• Must be able to work additional hours as needed to meet client deliverables.
• Travel to various local client locations and other PKFOD office locations via personal vehicle may be required.