Tax Manager - Trust amp Estates

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Tax Manager - Trust & Estates
Responsibilities: Maintain steady contact with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of completion. Keep the Partner informed on a timely basis as to all important engagement developments including; major problems that occur, with all of the facts, their conclusions and recommendations. Deal directly with the client’s attorneys, taxing agents and other third parties. Supervise the preparation of tax returns. Managers will submit the final bill, together with a comparison of time budgeted and the time actually spent, to the Partner for review and approval. Assist/participate with practice development and firm management. Network to develop a list of contacts and begin cultivating relationships. Plan and organize work assignments. Develop and evaluate staff including addressing performance issues and concerns as need. Mentor and motivate staff. Guide staff on career and professional development. Facilitate communication amongst group.

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