Tax Manager - Trust

Profile

Tax Manager - Trust
Duties: Reviews a variety of trust tax returns for multiple clients and tax returns for high net worth individuals. Provides estate planning solutions to clients. Works with attorneys to ensure client’s wishes are followed as estate plans are created. Schedules and manages workload of associates and senior associates. Reviews work prepared by associates and senior associates; provides feedback. Communicates directly with clients and serves as the primary point of contact. Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process. Identify issues with existing plans and offer alternative ideas. Reviews prepared Estate Tax Returns, Trust Income Tax Returns, Gift Tax Return and Individual Returns. Provides training to staff including, but not limited to, Manages compliance and planning related to clients’ particular situations. Proactively communicates with other staff on status of projects and assistance needed. Identifies when research is needed; clearly and concisely frames issues to be researched and reports the analysis. Supervises associates and senior associates on all projects. Reviews work prepared by associates and senior associates and provide review comments. Trains associates and seniors how to use all current software tools. Acts as a Career Advisor to associates and senior associates. Schedules and manages workload of associates and senior associates. Provides verbal and written performance feedback to associates and senior associates.

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