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