Trust and Estate Tax Manager/Director (New York, NY)

A client in the accounting and finance industry is hiring a Trust and Estate Tax Manager/Director for its private client practice in New York, NY. This on-site role owns the day-to-day execution, review, and client management of complex fiduciary, gift, and estate tax compliance, bridging technical preparation and high-level strategy while directly supervising senior associates and staff.

Responsibilities:
Compliance review: conduct detailed primary review of complex fiduciary income tax returns (Form 1041), gift tax returns (Form 709), and estate tax returns (Form 706).
Administration and execution: oversee trust and estate accounting allocations and fiduciary accounting requirements.
Team management: mentor, train, and manage staff schedules so engagements are completed accurately and on time.
Research: conduct detailed tax research on complex transfer tax issues, state fiduciary tax residency rules, and generation-skipping transfer (GST) tax issues.

Salary: $156,000 - $250,000. To apply, email View email address on joshpros.com.

Requirements:

• 6-10 years of public accounting experience focused on high net worth private clients, trusts, and estates
• Active CPA license or JD/LLM required
• Experience reviewing Forms 1041, 709, and 706
• Experience supervising and mentoring tax staff
• US Citizen or Permanent Resident
• On-site in New York, NY; relocation not available