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Senior Tax Manager OOJ - 33694

Hatch Global Search

Summit, NJFull-timeNo compensation foundPosted 1y agoChecked 3w ago
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At a glance

Compensation
No compensation found
Location
Summit, NJ
Schedule
Full-time
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

CPA LicenseBachelor's degree

Job overview

Hatch Global Search is hiring a Senior Tax Manager OOJ - 33694. The Senior Tax Manager will lead tax compliance and planning for trusts, estates, and high-net-worth individuals. This role involves reviewing complex tax filings, providing strategic estate planning advice, and managing client relationships. The position offers strong growth potential and the opportunity to work closely with senior leadership in a dynamic, fast-paced environment.

Key focus areas include Provide fiduciary, personal income, gift, and estate tax compliance and planning services., Review individual, fiduciary, estate, and gift tax returns., and Oversee fiduciary accountings for estates and trusts..

Successful candidates bring Bachelor's Degree in Accounting, CPA License, and 10+ Years Trust Estate Gift Tax Experience. Important skills include Interpersonal Skills, Communication Skills, Fiduciary Tax Compliance, Personal Income Tax Compliance, Gift Tax Compliance, and Estate Tax Compliance.

Skills & qualifications

RequiredNice to have

Skills

Interpersonal SkillsCommunication SkillsFiduciary Tax CompliancePersonal Income Tax ComplianceGift Tax ComplianceEstate Tax ComplianceFiduciary Tax PlanningPersonal Income Tax PlanningGift Tax PlanningEstate Tax PlanningReview Individual Tax ReturnsReview Fiduciary Tax ReturnsReview Estate Tax ReturnsReview Gift Tax ReturnsOversee Fiduciary AccountingsHandle Federal Tax NoticesHandle State Tax NoticesHandle Federal Tax AuditsHandle State Tax AuditsTax ResearchDevelop Tax-Saving StrategiesReview Estate Planning Legal DocumentsManage Client RelationshipsOversee Client AccountsBusiness DevelopmentNetworkingWriting Industry-Related ArticlesSupervise StaffMentor StaffManage WorkloadsManage PerformanceTrust PlanningAnalytical SkillsLeadership SkillsMicrosoft OfficeTax Software

Qualifications

Bachelor's Degree in AccountingCPA License10+ Years of Experience in Trust, Estate, and Gift Tax MattersExperience in a Public Accounting FirmMST

Full job description

Job Description

As a senior tax manager, you will create internal taxation policies and incorporate these policies into current accounting procedures. Ultimately, you should possess strong interpersonal and communication skills because you will deal with clients at all levels.

Senior Tax Manager

We are seeking a Tax Manager or Senior Tax Manager to lead tax compliance and planning for trusts, estates, and high-net-worth individuals. This role involves reviewing complex tax filings, providing strategic estate planning advice, and managing client relationships. The position offers strong growth potential and the opportunity to work closely with senior leadership in a dynamic, fast-paced environment.

Responsibilities:

  • Provide fiduciary, personal income, gift, and estate tax compliance and planning services.

  • Review individual, fiduciary, estate, and gift tax returns.

  • Oversee fiduciary accountings for estates and trusts.

  • Handle federal and state tax notices and audits.

  • Conduct tax research and develop tax-saving strategies.

  • Review and analyze estate planning legal documents.

  • Manage client relationships and oversee client accounts.

  • Lead business development, including networking and writing industry-related articles.

  • Supervise and mentor staff, managing workloads and performance. Qualifications

Requirements:

  • Bachelor’s degree in Accounting; MST preferred.

  • CPA license required.

  • 10+ years of experience in trust, estate, and gift tax matters.

  • Experience in a public accounting firm required.

  • Strong expertise in tax compliance and estate/trust planning.

  • Excellent analytical, communication, and leadership skills.

  • Experience with tax software and research tools preferred.

  • Proficiency in Microsoft Office. Why is This a Great Opportunity

This role offers the chance to lead complex trust and estate tax matters for high-net-worth clients while building strong client relationships. The position provides direct exposure to senior leadership, a clear path for career advancement, and the opportunity to contribute to business development in a supportive, collaborative environment.

OOJ - 33694

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