Title Estate/ Trust Manager
Categories CPA Firm Positions
Salary $115k-150k +bonus
Industry Regional CPA Firm

Large regional CPA seeks a strong T&E candidate to join their growing department


Responsibilities of the position include, but are not limited to:

  • Review estate, gift and fiduciary tax returns
  • Handle the accountings for the estates and trusts
  • Deal directly with outside parties, including attorneys and bankers on the administration of trusts and estates, fiduciary accounting and tax matters.
  • Supervise, evaluate and train staff
  • Resolve any issue related to trust and estate matters
Job Information

The right candidate should have the following:

  • BS in Accounting
  • CPA highly preferred
  • 4-10 years’ experience working with fiduciary accounting, estate & trust tax, gift tax, probate papers
  • CPA firm experience highly preferred
  • Excellent communication skills
  • Zane software a big plus

All candidates must be authorized to work for any employer in the US

Salary commensurate with experience

Location New York, NY
Date Posted 07/22/2020
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