Tax Manager/Senior Tax Manager

Prepare and review complex trust, estate, and gift tax returns (Forms 1041, 706, and 709) while collaborating with clients to develop strategic tax planning solutions for high-net-worth individuals. Build strong client relationships by providing proactive guidance on compliance matters and legislative changes, and stay current on federal, state, and local laws to present actionable research findings. Supervise and mentor junior team members to enhance their technical skills, while identifying and implementing process improvements to increase efficiency and accuracy in tax preparation services.