Job Description
As part of the Fiduciary team, the Trust & Estate Manager will be responsible for reviewing and managing the preparation of estate tax returns,gift tax returns, fiduciary tax returns and accountings for estates and trusts. Research & Planning and tax projections and other duties are part of this exciting role. Further duties:
(Private Client Services Group)
• Manages internal family office for large client (net worth in excess of $500MM); services include preparation of
investment partnerships, financial statements for quarterly performance on investments, monthly record keeping for 30 entities (partnerships, trusts and individuals), maintenance of basis schedules, responsible for coordinating
communications between client and financial, legal and banking teams and management of quarterly tax payments
• Prepares /reviews business, family related trust and individual tax returns for high net-worth clients
• Specializing in investment and real estate partnerships, S Corporations, Corporations, Trust and Gift Tax
Returns
• Calculation of quarterly estimates
• 704(b) and 704(c) allocations, Section 754 Basis Calculations, Capital account maintenance (inside and
outside basis calculations)
• Manage relationships with clients, family members, home office staff, attorneys, brokers and other accounting firms
• Manages book of business in excess of $3.2MM
• Prepares and reviews compiled and reviewed financial statements
• Responsible for the training, supervising and management of staff
Send resume to: taxstaffing@gmail.com
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