Trust & Estate Tax Manager/Director | HNW Private Clients
Full-Time | On-Site | New York, NY

Dana G
Senior Recruiter | Heartline Staffing
Call or Text: (314) 526-0706
Email: Dana@heartlinestaffing.com

Prefer a confidential conversation instead of applying? Call or text Dana directly at (314) 526-0706.

Experienced in complex trust and estate taxation and ready for a leadership role working with high-net-worth clients?

Heartline Staffing is recruiting a Trust & Estate Tax Manager/Director for an established public accounting firm in New York City. This opportunity is ideal for an experienced tax professional who enjoys complex fiduciary, gift, and estate tax work while managing client relationships and mentoring a team.

You'll oversee tax compliance engagements, review complex returns, research sophisticated tax issues, and help ensure accurate, timely delivery of client work.

WHAT YOU'LL DO
• Review Complex Fiduciary Income Tax Returns (Form 1041)
• Review Gift Tax Returns (Form 709) And Estate Tax Returns (Form 706)
• Oversee Trust And Estate Accounting Allocations And Fiduciary Accounting Requirements
• Manage Day-To-Day Tax Compliance Engagements And Client Relationships
• Research Complex Transfer Tax And Generation-Skipping Transfer (GST) Issues
• Analyze State Fiduciary Tax Residency Rules
• Supervise, Mentor, And Train Senior Associates And Staff
• Manage Staff Schedules And Engagement Deadlines
• Ensure Accurate And Timely Completion Of Tax Engagements

WORK ARRANGEMENT
• Full-Time | On-Site In New York City

Required Qualifications
• 6-10 Years Of Public Accounting Experience With Significant Focus On High-Net-Worth Private Clients, Trusts, And Estates REQUIRED
• Active CPA License Or JD/LLM REQUIRED
• Experience Reviewing Complex Fiduciary Income Tax Returns (Form 1041) REQUIRED
• Experience With Gift Tax (Form 709) And Estate Tax (Form 706) Returns REQUIRED
• Strong Understanding Of Trust And Estate Accounting And Fiduciary Tax Requirements REQUIRED
• Ability To Research Complex Transfer Tax, GST, And State Fiduciary Tax Issues REQUIRED
• Experience Managing Client Engagements And Supervising Tax Staff REQUIRED

Not ready to formally apply? That's completely fine. Many tax professionals prefer a confidential conversation first.
Call or text Dana directly at (314) 526-0706.
Email: Dana@heartlinestaffing.com