17 days old

Tax Manager - Trusts & Estates

Mazars USA LLP
New York, NY 10007
  • Job Code
    R0001981
Job Description:

Mazars in the U.S. is hiring!

Our firm's Tax Practice seeks an accomplished Tax Manager experienced with serving ultra-high net worth individuals, closely held business owners, C suite executives and family offices, who excels in client deliverables, exhibits strong leadership capabilities, and has a passion for our profession, to join our Trusts & Estates Tax Group.

In this role, you will provide a combination of sophisticated and customized tax compliance and consulting services to our valued clients collaborating with, and assisting in the professional development of, other tax staff members. You will also participate in client proposals and other new business development opportunities.

This is a national practice. The position can be located in any of our Mazars U.S. offices. Our firm also offers remote working.

What We Offer:

  • Competitive base salary and incentive compensation plan
  • A comprehensive, competitive benefits package that includes medical, dental and life insurance plans, a generous paid days' off (PDO) plan, and a competitive 401k plan
  • A dynamic, diverse work experience in a growing global organization
  • An inclusive, client-centered environment where you can develop new skills, enhance your overall business knowledge and work with world-class professionals
  • Intensive customized training, including in-house leadership development programs, continuing professional education courses, and both classroom and on-the-job training
  • Opportunity for international mobility experiences

Who We Are

Mazars in the US is an independent member firm of Mazars Group, an international audit, tax, and advisory organization with operations in over 90 countries. With roots going back to 1921 in the US, the firm has significant national presence in strategic geographies, providing seamless access to 26,000+ professionals around the world. Our industry specialists deliver tailored services to a wide range of clients across sectors, including individuals, high-growth emerging companies, private business and large enterprises.

Mazars works as a single, integrated team, committed to helping our clients and people succeed by respecting who they are and how they work, adapting our approach accordingly. We take pride in what we do and are committed to playing our part in building the economic foundations of a fair and prosperous world.

What You Will Do

Essential Duties:

  • Utilize your tax technical expertise and collaborative attitude to deliver exceptional tax compliance and consulting services to our high- and ultra-high net worth clients
  • Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and related tax matters
  • Identify complex tax issues impacting clients and provide effective resolution
  • Manage an engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation matters, including engagement planning and budget
  • Review complex individual (Form 1040), estate (Form 706) gift (Form 709), and fiduciary (Form 1041) tax returns, including related tax schedules and forms.
  • Review fiduciary accountings
  • Review estate planning documents such as last wills and testaments, trust agreements, powers of attorney, and healthcare proxies
  • Collaborate with other Mazars tax personnel regarding state and local taxation and international taxation matters that impact clients
  • Provide leadership, training and mentorship to other tax staff, and delegate work assignments to the engagement team
  • Develop and sustain strong client relationships with client personnel and other professional advisors
  • Exhibit a general understanding of estate planning concepts
  • Stay current on technical and industry developments and standards while evaluating potential impact on clients and their families
  • Participate in client proposals and new business development opportunities
  • Drive and collaborate with firm leadership on growth opportunities with existing clients and prospects

What We Seek

Qualifications:

  • Bachelor of Science degree in accounting or a business-related field
  • Advanced tax degree (MST, JD, LLM) is a plus
  • CPA, EA, or J.D. required
  • CFP, CFE or related designations preferred
  • 5+ years of relevant tax compliance experience in a CPA firm, a tax consulting practice, trust department or a private client services or family office environment
  • Significant working knowledge of taxation matters related to personal income, estate and gift taxation, and wealth retention strategies required
  • Experience with CCH Axcess and BNA Tax Planner preferred
  • Proficient with the use of Microsoft Office Suite tools
  • Excellent interpersonal and communication skills (both written and oral)
  • Strong analytical and organizational skills
  • Strong tax research and critical thinking skills
  • Proven ability to manage multiple projects simultaneously and within budget
  • Ability to travel to client locations as needed
  • Authorized to work in the US without sponsorship






Posted: 2022-08-02 Expires: 2022-08-31
Sponsored by:
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Sponsored by:
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Tax Manager - Trusts & Estates

Mazars USA LLP
New York, NY 10007

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