Aprio

Estate Planning Tax Manager

Aprio

full-time

Posted on:

Location Type: Remote

Location: New Jersey • United States

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Salary

💰 $98,500 - $160,000 per year

About the role

  • Provide exceptional client service
  • Develop and implement strategies to reduce clients’ estate tax exposure
  • Listen to clients and assist them in designing estate plan that captures their intentions
  • Prepare or review estate and trust income tax returns, gift and estate tax returns
  • Work closely with clients to provide tax planning, consulting and compliance services
  • Manage, develop, train, and mentor staff
  • Work with partners on delivering innovative tax planning strategies

Requirements

  • Bachelor's degree in Accounting, Finance, or related specialty
  • Masters degree in Taxation or JD, required
  • *Attorney candidates must be licensed in state of NY, but can work remotely*
  • 5+ years of recent experience working in a public accounting firm, law firm, or financial services firm.
  • Experience in 1041s, 709s, 706s and summarizing complex trust and estate documents
  • Exceptional verbal and written communication skills
  • Computer expertise including knowledge of tax software and technology
Benefits
  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
estate tax planningtax compliancetax consultingpreparation of estate and trust income tax returnspreparation of gift and estate tax returnsexperience with 1041sexperience with 709sexperience with 706ssummarizing complex trust documentssummarizing estate documents
Soft skills
client servicelistening skillsmentoringtrainingcommunication skills
Certifications
Bachelor's degree in AccountingBachelor's degree in FinanceMaster's degree in TaxationJDlicensed attorney in NY