Senior Tax Manager (Trusts & Estates)

J&M Business Solutions LLC: Your Gateway to Direct Hire Opportunities

Welcome to J&M Business Solutions LLC, your trusted partner in finding direct hire employment opportunities. As a one-woman recruitment act, I specialize in connecting talented individuals like you with reputable clients seeking permanent or contract direct hires.

Unlike traditional staffing agencies, I operate on a unique principle: when a position is offered through J&M Business Solutions LLC, you won't work for me or through me. Instead, you'll directly engage with the client, whether as a permanent direct hire or a contract direct hire.

What sets us apart is our commitment to transparency and empowerment. When you secure a position through J&M Business Solutions LLC, you have the freedom to negotiate schedules, pay, and any potential benefits directly with the client. This ensures that your employment terms align perfectly with your preferences and priorities.

At J&M Business Solutions LLC, our mission is simple: to serve as your bridge to rewarding career opportunities while empowering you to take control of your professional journey. Partner with us today and unlock the doors to your next career move.

Job Highlights:

Skills - Must Have:

Bachelors or Masters degree in Accounting or related field requiredCPA or EA, preferablyMinimum 7 to 10 years of experience with a public accounting and/or professional services firm or law firm

Ideal Companies to Recruit From:

Mid-market firms

Hiring Status:

Active

About this Job:

At Sax LLP, we are driven by our ability to turn every clients dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

We are actively seeking a full-time Senior Tax Manager with Trust and Estate experience to join our growing team! The position is open to hybrid, only NJ/ NYC candidates will be considered.

RESPONSIBILITIES INCLUDE:

• Be a leader within the Private Client Service / Estate and Trust practice of the Firm
• Develop, supervise and mentor members of the Private Client Service / Estate and Trust team
• Coordinating tax compliance and planning responsibilities for our multistate environment
• Maintaining visibility in the Estate and Trust community
• Maintaining existing business relationships and cultivating new ones
• Maintaining relationships with and advise clients in Estate and Trust matters
• Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax
• 
  Skills/Knowledge:
  • Significant experience providing gift and estate planning strategies to high-net-worth clients
  • Significant experience in working with estate tax, gift tax and fiduciary income tax returns;
  • Knowledge of fiduciary accounting concepts
  • Technical expertise in relevant areas
  • Ability to provide seamless, integrated services to clients
  • Strong project management skills
  • Excellent written and verbal communication skills

Job Function:

Accounting

Reporting To:

Tax Partner

Job Type:

Full time

Team Size To Manage:

7

Job Location:

City:

New York

Province/State:

New York

Country:

United States

Location Type:

head-office

Other Location:

New Jersey

Candidate Relocation:

no

Compensation:

Salary From:

140000

Salary To:

180000

Bonus Payment:

About this Company:

Company Name:

Sax LLP

Industry:

Accounting

Company Description:

Mid-market New York Firm (Top 70)

Culture, Perks and Benefits:

Comprehensive Benefits Package includes:

• Generous Paid Time Off and Holidays
• Paid Volunteer Day
• Health and Wellness Initiatives and Incentives
• Medical, Dental, Vision and Life Insurance
• Short- and Long-Term Disability
• Flexible Spending Accounts
• Tuition Reimbursement for Advanced Degrees
• 401K Plan with Sax Matching Contribution
• Summer Fridays
• Employee Referral Bonus
• Firm-Sponsored Events and much more!