Abacus Group, LLC
Our client is an accounting firm. They seek a Tax Manager to join their Trust & Estate group in their Boston, MA office.
Responsibilities
Provide fiduciary, personal income, gift, and estate tax compliance
Review individual, fiduciary, estate, and gift tax returns
Assess estate and trust fiduciary accountings
Handle Federal and State tax notices and audits
Research and understand Federal, State, and International tax laws
Manage all aspects of client accounts and foster client relationships
Review and analyze estate planning related legal documents
Complete networking, public speaking, and authoring Trust and Estate articles
Supervise group members including monitoring their workload
Requirements
Bachelor’s degree, MST preferred
10+ years of tax experience
Trust, estate and gift experience required
Experience in Tax Advisory and Estate/Trust planning
Estate and inheritance tax experience
Strong accounting and analytical experience
Excellent communication and interpersonal skills
CPA required
Skilled in Excel
#J-18808-Ljbffr
Responsibilities
Provide fiduciary, personal income, gift, and estate tax compliance
Review individual, fiduciary, estate, and gift tax returns
Assess estate and trust fiduciary accountings
Handle Federal and State tax notices and audits
Research and understand Federal, State, and International tax laws
Manage all aspects of client accounts and foster client relationships
Review and analyze estate planning related legal documents
Complete networking, public speaking, and authoring Trust and Estate articles
Supervise group members including monitoring their workload
Requirements
Bachelor’s degree, MST preferred
10+ years of tax experience
Trust, estate and gift experience required
Experience in Tax Advisory and Estate/Trust planning
Estate and inheritance tax experience
Strong accounting and analytical experience
Excellent communication and interpersonal skills
CPA required
Skilled in Excel
#J-18808-Ljbffr