Overview
Location: Cranford, NJ (Hybrid - 3 days in office per week)
Job Type: Full-Time
A growing tax practice is seeking a Tax Manager to join its Trust and Estate team, providing estate planning and tax compliance services to high-net-worth individuals, families, and fiduciaries. This role offers the opportunity to lead complex engagements, advise clients on tax strategies, and manage a team of professionals.
Base pay range
$120,000.00/yr - $150,000.00/yr
Responsibilities
- Provide high-level fiduciary, personal income, gift, and estate tax compliance and planning services.
- Review individual, fiduciary, estate, and gift tax returns, as well as estate and trust fiduciary accountings.
- Handle federal and state tax notices and audits.
- Research tax laws and prepare technical memoranda and planning strategies.
- Analyze estate planning legal documents and advise on tax implications.
- Manage client relationships and oversee all aspects of client accounts.
- Lead and mentor team members, manage workloads, and support professional development.
- Participate in business development through networking, public speaking, and authoring articles.
Qualifications
- Bachelor’s degree in Accounting required; MST, JD, or LL.M. preferred.
- CPA, EA, or equivalent certification required.
- Minimum 7 years of experience in trust, estate, and gift tax matters.
- Strong background in public accounting and estate/inheritance tax compliance (Forms 1041, 709, 5227, ESBT, QSST).
- Excellent communication, analytical, and client service skills.
- Experience with tax research tools and software (e.g., ProSystem fx, Axcess Tax, GEMS, Checkpoint, BNA).
- Ability to work additional hours as needed to meet client deadlines.
Benefits
- Medical, Dental, and Vision insurance
- Life and AD&D insurance (basic and voluntary)
- 401(k) plan with profit-sharing
- Flexible Spending and Health Savings Accounts
- Paid parental leave and generous PTO
- Paid firm holidays
- Commuter and parking benefits
- Wellness and work-life programs
- Community involvement and volunteering opportunities
- Training, certification support, and professional development programs
- Discretionary performance bonus