Senior Client Success Manager
Lytx, Inc.
Estate and Trust Manager, 1041
Kaufman Rossin
full-time
Posted on:
Origin: • 🇮🇳 India
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Lead client relationships, technical tax compliance and consulting work
- Manage staff and mentor team members
- Manage annual compliance for estates and trusts, including income tax return (1041) review
- Perform tax planning and research
- Collaborate with clients’ attorneys and other advisors
- Monitor and stay current on tax law changes and practices
- Work with Principals on engagement budgets and staff utilization
- Build collaborative relationships and develop firm service knowledge
- Engage in ongoing personal development
Requirements
- Senior level professional with Estate and Trust income taxation experience
- Manage annual compliance for estates and trusts, including income tax return (1041) review
- Tax planning and research
- Collaborate with clients’ attorneys and other advisors
- Keep up to date on current tax practices and changes in tax law
- Work closely with Principals to develop and maintain accountability for engagement budgets and staff utilization
- Meet expectations in a deadline-driven, fast-paced environment
- Build collaborative relationships that foster a team environment
- Develop knowledge of all firm services, vision, business strategies, and processes to build and enhance client relationships
- Engage in ongoing personal development in line with the growth and development strategy
