Senior Manager - Transfer Tax Technical Research and Compliance
Senior Manager – Transfer Tax Technical Research and Compliance serves as a subject matter expert on federal and state transfer tax matters, including estate, gift, and generation-skipping transfer (GST) taxes. This role is responsible for overseeing the technical accuracy, quality, and efficiency of complex transfer tax return engagements, providing in-depth research and guidance on sophisticated estate planning strategies, and supporting client service teams with technical expertise and training.
This position is ideal for an experienced tax professional with deep knowledge of transfer tax law, a passion for technical research, and the ability to translate complex concepts into practical guidance for clients and internal teams.
Essential Position Responsibilities:
· Conduct comprehensive technical research on federal and state transfer tax issues, including estate, gift, and GST taxation; prepare written analyses and planning recommendations.
· Conduct comprehensive research on income tax issues, including fiduciary income tax; prepare written analyses and planning recommendations.
· Review and interpret legal documents (wills, trust agreements, buy-sell agreements) in the context of estate tax compliance and planning.
· Oversee the preparation, review, and filing of federal and state estate (Form 706) and gift (Form 709) tax returns.
· Serve as an internal resource, providing technical guidance and proactive recommendations on estate and trust matters.
· Mentor and train staff in estate and trust compliance and technical research.
· Monitor changes in estate and trust tax law and advise firm leadership on implications.
· Partner with accounting team, wealth solutions team and attorneys to design and implement estate planning, trust administration, and business succession strategies.
· Bachelor’s Degree in in accounting or related field required
· 5+ years of experience in tax law, including transfer tax and fiduciary income tax, preferably in public accounting
· Licensed CPA preferred
· Strong technology skills
· Ability to work on multiple projects and meet deadlines
· Ability to communicate clearly in writing and verbally
· Team player
· Ability to think innovatively
Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
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