Navolio & Tallman LLP
Join Navolio & Tallman LLP as an
Estate & Trust Manager . Description : We are looking for an experienced public accountant or attorney for our tax manager position to join our Estate, Gift & Trust team. In this position, you will use your expertise in estate, gift, and trust taxation to provide excellent client service and sophisticated planning to a high-net-worth and ultra-high-net-worth clientele. The ideal candidate must have at least five years of experience who understands the importance of professionalism, technical excellence, and commitment to the highest industry standards. We offer a hybrid-working model, state of the art technology, and firm events that help our team foster personal connections with all of their coworkers and promote collaboration in the workplace. Our hybrid work environment allows for greater flexibility and work-life integration. Work Environment : Fast-paced requiring a high degree of urgency in completing tasks and assignments Rewarding and challenging with varied work activities and exposure to different clients, services, and firm management Embraces and encourages ongoing change and improvement and empowers staff at all levels to provide feedback and to personally make changes Provides opportunities to work with concepts and ideas as well as technical tasks such as investigation, analysis, and problem-solving Position Responsibilities : Provide expert tax advice to clients regarding trust and estate taxation, wealth transfer planning, and philanthropic planning using sophisticated planning and wealth transfer techniques Review and oversee the preparation of tax returns for trusts, estates, and gifts Manage, supervise, and mentor staff, including mentoring in professional development areas, guiding and teaching through technical challenges, and maintaining a positive team atmosphere Complete semi-annual performance evaluations for assigned staff and manage ongoing employee performance Maintain and grow client relationships through professionalism, responsiveness, and superb client service while working with Partners to identify and pursue new clients Enhance knowledge and skills in the firm’s industries of focus by attending training courses and seeking out opportunities for improvement and learning Requirements : Accounting, Tax, or Law Degree 5+ years of experience in Gift, Estate, and Trust planning and compliance for the Estate & Trust Manager Position Demonstrates leadership, problem-solving skills, and strong verbal and written communication skills Navolio & Tallman LLP is an equal opportunities employer and welcomes applications from diverse candidates.
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Estate & Trust Manager . Description : We are looking for an experienced public accountant or attorney for our tax manager position to join our Estate, Gift & Trust team. In this position, you will use your expertise in estate, gift, and trust taxation to provide excellent client service and sophisticated planning to a high-net-worth and ultra-high-net-worth clientele. The ideal candidate must have at least five years of experience who understands the importance of professionalism, technical excellence, and commitment to the highest industry standards. We offer a hybrid-working model, state of the art technology, and firm events that help our team foster personal connections with all of their coworkers and promote collaboration in the workplace. Our hybrid work environment allows for greater flexibility and work-life integration. Work Environment : Fast-paced requiring a high degree of urgency in completing tasks and assignments Rewarding and challenging with varied work activities and exposure to different clients, services, and firm management Embraces and encourages ongoing change and improvement and empowers staff at all levels to provide feedback and to personally make changes Provides opportunities to work with concepts and ideas as well as technical tasks such as investigation, analysis, and problem-solving Position Responsibilities : Provide expert tax advice to clients regarding trust and estate taxation, wealth transfer planning, and philanthropic planning using sophisticated planning and wealth transfer techniques Review and oversee the preparation of tax returns for trusts, estates, and gifts Manage, supervise, and mentor staff, including mentoring in professional development areas, guiding and teaching through technical challenges, and maintaining a positive team atmosphere Complete semi-annual performance evaluations for assigned staff and manage ongoing employee performance Maintain and grow client relationships through professionalism, responsiveness, and superb client service while working with Partners to identify and pursue new clients Enhance knowledge and skills in the firm’s industries of focus by attending training courses and seeking out opportunities for improvement and learning Requirements : Accounting, Tax, or Law Degree 5+ years of experience in Gift, Estate, and Trust planning and compliance for the Estate & Trust Manager Position Demonstrates leadership, problem-solving skills, and strong verbal and written communication skills Navolio & Tallman LLP is an equal opportunities employer and welcomes applications from diverse candidates.
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