Tax Manager - Trusts And Estates

Profile

Tax Manager - Trusts and Estates

The candidate will utilize technical expertise and a collaborative attitude to deliver exceptional tax compliance and consulting services to our high and ultra-high-net-worth clients. Will advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and related tax matters. Identify complex tax issues impacting clients and provide effective resolution. Manage engagement teams serving individual, fiduciary, gift, generation-skipping and estate taxation matters, including engagement planning and budget. Review complex individual (Form 1040), estate (Form 706) gift (Form 709), and fiduciary (Form 1041) tax returns, including related tax schedules and forms. Review estate planning documents such as last wills and testaments, trust agreements, powers of attorney, and healthcare proxies. Collaborate with other Mazars tax personnel regarding state and local taxation and international taxation matters that impact clients. Provide leadership, training and mentorship to other tax staff, and delegate work assignments to the engagement team. Develop and sustain strong client relationships with client personnel and other professional advisors. Exhibit a general understanding of estate planning concepts. Stay current on technical and industry developments and standards while evaluating the potential impact on clients and their families. Participate in client proposals and new business development opportunities. Drive and collaborate with firm leadership on growth opportunities with existing clients and prospects.

Additional Information

job requisition id R0001981

Company info

Mazars USA LLP
399 Thornall Street
Edison
New Jersey
United States 08837
Website : http://mazarsusa.com