Senior Tax Manager - Abacus Group, LLC : Job Details
Senior Tax Manager
Abacus Group, LLCJob Location : New York,NY, USA
Posted on :
2025-03-12T22:48:48Z
Job Description :
Our client is a public accounting firm. They seek a Senior Tax Manager to join their Private Client group in their Manhattan, NY office.Responsibilities
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- Support HNW clients, addressing their concerns and inquiries and handling tax planning
- Develop and maintain strong relationships with HNW clients and their families
- Understand and focus on clients' financial goals, objectives, and family dynamics
- Advise on trust and estate planning strategies tailored to individual client needs
- Provide guidance, training, and support to Private Client Practice team members
- Review complex trust and estate planning documents to ensure consistency with goals
- Implement sophisticated trust and estate planning strategies to minimize tax liabilities
- Work with the legal team on trust agreements, wills, and other estate-planning documents
- Assist clients in transferring wealth to future generations efficiently and per their wishes
- Guide clients on gifting strategies, charitable giving, and philanthropic endeavorsRequirements
- 8+ years of tax experience
- Familiar with HNW clients
- Strong knowledge of tax laws and regulations
- Excellent leadership and managerial experience
- Advanced communication and interpersonal skills
- CPA required
- Skilled in Excel #J-18808-Ljbffr
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