Tax Manager/Senior Manager - Estate Gift and Trust

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Tax Manager/Senior Manager - Estate, Gift and Trust
Duties: Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.. Survey operations to ascertain accounting needs and to recommend, develop, or maintain solutions to business and financial problems.. Report to management regarding the finances of establishment. More than six years of professional experience. Performed compliance on estate tax returns. Reviewed or performed compliance on numerous fiduciary income tax returns. Interpreted wills and trusts pertaining to estate and fiduciary income tax returns. Progressive record of promotion. Successful in developing and mentoring staff toward promotion. Experience defending clients in IRS audits. Record of success in developing relationships within firm. Experience with software pertaining to estate tax returns, estate planning, trust accounting and income tax returns.

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