General information

Name
Tax - Manager - Trusts & Estates
Posting Title
Tax Manager - Trusts & Estates
Ref #
2234939
Date Published
Friday, April 25, 2025
City
New York
State
New York
Country
United States
Job Category
Tax
Office
New York NY (MUSA)
Advertised Location
US-NJ-Iselin, US-NY-Long Island, US-NY-New York, US-PA-Fort Washington
Working time
Full Time

Description & Requirements

How you will contribute:
  • Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele 
  • Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment 
  • Supervise tax associates and seniors including participation in their training and growth. 
  • Prepare advanced estate planning projects for unique client situations 
  • Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement 
  • Proactive effort to develop new business with both current and prospective clients 
  • Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above 
  • Provide overall leadership, supervision, training, and performance feedback to staff 
  • Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter 
  • Review trust documents and prepare a trust summary document to assist with trust administration  

We are looking for people who have Forward Vision and:   
  • Experience managing multiple client engagements  
  • A keen sense of ownership for delivering ultra-responsive Client Service   
  • Excellent supervisory, team building, and time management skills 

Minimum Qualifications: 
  • 5 years or more of public accounting experience 
  • 3 years or more of servicing high net worth clients, with complex investments and succession planning strategies 
  • CPA license 
  • Bachelor’s degree in Accounting or related field

Preferred Qualifications: 
  •  Master’s degree in Taxation or Law degree  
  •  Experience with CCH Axcess
#LI-ISELIN, #LI-LINY, #LI-NYC, #LI-FTWASH
#LI-JB2

New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

New York Salary Range:
NY Minimum Salary (USD)
$ 90,200
NY Maximum Salary (USD)
$ 154,500

New Jersey Wage Transparency

Pursuant to New Jersey’s Pay Transparency Law, the salary range displayed is for the New Jersey market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
NJ Minimum Salary (USD)
$ 90200
NJ Maximum Salary (USD)
$ 154500
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