PKF O'Connor Davies
Tax Manager or Director - Trust & Estate
PKF O'Connor Davies, Woodcliff Lake, New Jersey, us, 07677
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Tax Manager - Trust & Estate
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PKF O'Connor Davies 6 days ago Be among the first 25 applicants Join to apply for the
Tax Manager - Trust & Estate
role at
PKF O'Connor Davies Get AI-powered advice on this job and more exclusive features. We are currently seeking a Tax Manager to join our Trust and Estate Practice which provides Estate Planning and Tax Compliance Services.
Essential Duties:
Provide high level fiduciary, personal income, gift and estate tax compliance as well as estate planning advisory services. Review individual, fiduciary, estate and gift tax returns. Review estate and trust fiduciary accountings. Handle Federal and State tax notices and audits. Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Review and analyze estate planning related legal documents. Business development including networking, public speaking and authoring Trust and Estate related articles. Manage other members of the group including monitoring their workload and training and assisting them.
Qualifications:
BA/BS degree in Accounting from an accredited college/university required. MST, JD, LL.M. degree a plus. Active CPA license or EA designation required. 7+ years’ experience working with trust, estate and gift matters required. Public accounting firm experience required. Extensive experience in Tax Advisory and Estate/Trust planning and compliance including estate and inheritance tax experience (e.g., 1041, 709, 5227, ESBT, QSST). Ability to establish and maintain good client relationships. Excellent verbal and written communication skills. Proficiency in Microsoft Office applications required. Experience with reviewing fiduciary, gift and estate tax returns. Preferred experience with ProSystem fx, Axcess Tax, GEMS, Intelliconnect, RIA Checkpoint and BNA. Experience with research software and memo writing required. Ability to work additional hours as needed to meet client deliverables.
Compensation & Benefits:
The compensation for this position will vary by location. If you reside in New Jersey the compensation for this position ranges from $100,000 - $135,000. Actual compensation will be dependent upon the specific role, as well as the individual’s qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:
Medical, Dental, and Vision plans Basic Life, AD&D, and Voluntary Life Insurance 401(k) plan and Profit-Sharing program Flexible Spending & Health Saving accounts Employee Assistance, Wellness, and Work-life programs Commuter & Parking benefits programs Inclusive Parental Leave Benefits Generous Paid Time Off (PTO) Paid Firm Holidays Community & Volunteering programs Recognition & Rewards programs Training & Certification programs Discretionary Performance Bonus Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
We are interested in all qualified candidates who are currently authorized to work in the United States. However, we
are not
able to sponsor work visas.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation, or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at PKF O'Connor Davies by 2x Sign in to set job alerts for “Tax Manager” roles.
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Tax Manager - Trust & Estate
role at
PKF O'Connor Davies 6 days ago Be among the first 25 applicants Join to apply for the
Tax Manager - Trust & Estate
role at
PKF O'Connor Davies Get AI-powered advice on this job and more exclusive features. We are currently seeking a Tax Manager to join our Trust and Estate Practice which provides Estate Planning and Tax Compliance Services.
Essential Duties:
Provide high level fiduciary, personal income, gift and estate tax compliance as well as estate planning advisory services. Review individual, fiduciary, estate and gift tax returns. Review estate and trust fiduciary accountings. Handle Federal and State tax notices and audits. Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Review and analyze estate planning related legal documents. Business development including networking, public speaking and authoring Trust and Estate related articles. Manage other members of the group including monitoring their workload and training and assisting them.
Qualifications:
BA/BS degree in Accounting from an accredited college/university required. MST, JD, LL.M. degree a plus. Active CPA license or EA designation required. 7+ years’ experience working with trust, estate and gift matters required. Public accounting firm experience required. Extensive experience in Tax Advisory and Estate/Trust planning and compliance including estate and inheritance tax experience (e.g., 1041, 709, 5227, ESBT, QSST). Ability to establish and maintain good client relationships. Excellent verbal and written communication skills. Proficiency in Microsoft Office applications required. Experience with reviewing fiduciary, gift and estate tax returns. Preferred experience with ProSystem fx, Axcess Tax, GEMS, Intelliconnect, RIA Checkpoint and BNA. Experience with research software and memo writing required. Ability to work additional hours as needed to meet client deliverables.
Compensation & Benefits:
The compensation for this position will vary by location. If you reside in New Jersey the compensation for this position ranges from $100,000 - $135,000. Actual compensation will be dependent upon the specific role, as well as the individual’s qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:
Medical, Dental, and Vision plans Basic Life, AD&D, and Voluntary Life Insurance 401(k) plan and Profit-Sharing program Flexible Spending & Health Saving accounts Employee Assistance, Wellness, and Work-life programs Commuter & Parking benefits programs Inclusive Parental Leave Benefits Generous Paid Time Off (PTO) Paid Firm Holidays Community & Volunteering programs Recognition & Rewards programs Training & Certification programs Discretionary Performance Bonus Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
We are interested in all qualified candidates who are currently authorized to work in the United States. However, we
are not
able to sponsor work visas.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation, or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at PKF O'Connor Davies by 2x Sign in to set job alerts for “Tax Manager” roles.
International Income Tax, Principal, Director, Senior Manager, Manager
Income and Franchise Tax Senior Manager / Director
New York, NY $180,000.00-$250,000.00 2 days ago New York City Metropolitan Area $175,000.00-$225,000.00 3 weeks ago Tax Director/Partner - Mergers & Acquisitions (M&A)
New York, NY $160,000.00-$300,000.00 4 months ago New York City Metropolitan Area 1 day ago Managing Director OR Tax Partner - FS $280K - $500K
New York, NY $280,000.00-$550,000.00 4 days ago New York, NY $300,000.00-$375,000.00 1 week ago Consultant - Director of Tax (Fractional/Contract Role)
New York, NY $145,000.00-$175,000.00 2 days ago New York, NY $120,000.00-$160,000.00 4 days ago Tax Director - Partner Track $140 - $250
New York City Metropolitan Area $140,000.00-$250,000.00 3 days ago Wayne, NJ $240,000.00-$280,000.00 3 weeks ago 100% Remote Tax Manager (International Tax) - Top 100 firm
Brooklyn, NY $95,000.00-$140,000.00 1 week ago New York, NY $65,000.00-$75,000.00 1 week ago New York, NY $125,000.00-$150,000.00 1 day ago New York, NY $205,000.00-$230,000.00 10 hours ago Director of Tax Planning - Family Office
New York City Metropolitan Area 1 week ago Greenwich, CT $300,000.00-$500,000.00 1 day ago New York, NY $125,000.00-$160,000.00 3 days ago New York City Metropolitan Area 3 weeks ago New York, NY $125,000.00-$170,000.00 2 weeks ago New York City Metropolitan Area $220,000.00-$500,000.00 3 weeks ago Rochelle Park, NJ $135,000.00-$180,000.00 1 day ago Brooklyn, NY $105,000.00-$135,000.00 2 weeks ago Tax Managers - Unlimited PTO & up to $190K
New York, NY $100,000.00-$200,000.00 1 week ago New York, NY $110,000.00-$140,000.00 1 week ago New York City Metropolitan Area 3 weeks ago 100% Remote Tax Manager (International Tax) - Top 100 firm
Newark, NJ $95,000.00-$140,000.00 2 weeks ago New York City Metropolitan Area $120,000.00-$200,000.00 3 months ago New York, NY $122,500.00-$140,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr