Estate & Trust Manager

Description

Please note that we have positions across all office locations: 

We are looking for an experienced public accountant or attorney for our tax manager position to join our Estate, Gift & Trust team. In this position you will use your expertise in estate, gift and trust taxation to provide excellent client service and sophisticated planning to a high-net-worth and ultra-high-net-worth clientele. The ideal candidate must have at least five years of experience who understands the importance of professionalism, technical excellence, and commitment to the highest industry standards. You will have opportunities to mentor staff and be mentored by the firm partners. Most importantly, when you work with us, you will have an impact on our clients and staff.

We offer a hybrid-working model, state of the art technology, and firm events that help our team foster personal connections with all of their coworkers and promote collaboration in the workplace. Our hybrid work environment allows for greater flexibility and work-life integration. We firmly believe that the success of our firm is directly dependent on the success of our people, which is why we strive to cultivate an engaging environment that exemplifies our firm values.  Accounting Today named Navolio & Tallman LLP as one of the “Top 100 Best Accounting Firms to Work for” for multiple years.  

Work Environment:

• Fast-paced requiring a high degree of urgency in completing tasks and assignments
• Rewarding and challenging with varied work activities and exposure to different clients, services and firm management
• Embraces and encourages ongoing change and improvement and empowers staff at all levels to provide feedback and to personally make changes
• Provides opportunities to work with concepts and ideas as well as technical tasks such as investigation, analysis, and problem solving

Position Responsibilities:

• Provide expert tax advice to clients regarding trust and estate taxation, wealth transfer planning, and philanthropic planning using sophisticated planning and wealth transfer techniques
• Review and oversee the preparation of tax returns for trusts, estates and gifts
• Manage, supervise, and mentor staff, including mentoring in professional development areas, guiding and teaching through technical challenges, and maintaining a positive team atmosphere
• Complete semi-annual performance evaluations for assigned staff and manage ongoing employee performance
• Maintain and grow client relationships through professionalism, responsiveness, and superb client service while working with Partners to identify and pursue new clients
• Enhance knowledge and skills in the firm’s industries of focus by attending training courses and seeking out opportunities for improvement and learning

Requirements

• Accounting, Tax or Law Degree. 
• 5+ years of experience in Gift, Estate and Trust planning and compliance for the Estate & Trust Manager Position. 
• Demonstrates leadership, problem-solving skills, and strong verbal and written communication skills.