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