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Job Description: Estate & Trust Manager
- Becoming primary client contact (year-round, not just tax return) and running client meetings
- Increase client billing being done and billing out of scope items and detailed bills
- Proactively manage due date list
- Proactively mentor Seniors/Staff
- Train, supervise, and provide timely feedback to Seniors/Staff
- Should only be reviewing estate tax, gift tax, and income tax returns
- Proficient knowledge of GST tax and associated issues
- Experience with asset allocation, marital deduction, and 6166 elections
- Being able to take a step back and see the big picture
- Provide Partner/Director with a reviewed project with no review notes
- Making sure all positions/exposures are documented, including items to be aware of in the future
- Be able to make proper decisions on time spent on all projects
- Identify projects to be delegated
- Assist Partners/Directors on research, projects, planning
- Be able to research a project and present in a memo (with support) the answer with limited guidance
- Drafting/Consulting on client proposals and project budgets
- Identifying technical issues and resolve them (with Partner/Director assistance as needed)
- Signing tax returns with lower exposure
- Assist and eventually lead in IRS audits
- Participate in being an advocate for the firm
- Participate in management meetings and making decisions regarding staff and process improvements
- CPA JD or EA license required
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