Senior Tax Manager, Estate Planning & Trusts

  • Category
  • Location
    Conshohocken, Pennsylvania
  • Type
    Direct hire
Senior Tax Manager - Estate Planning & Trusts

This an opportunity to join a very successful and tenured team at one of the leading accounting firms in the area that is strong and growing. 

Currently seeking a successful Senior Tax Manager with experience in estate planning, trusts, high net worth individuals and closely held individuals.

  • Bachelor’s degree in accounting or other recognized business credential required
  • 7-12 years of relevant compliance experience specializing in estate, gift, trust, and tax services
  • CPA licensure required, Juris Doctorate degree a plus


  • Lead multiple tax engagements to deliver quality tax preparation, research, planning and consulting services for a variety of clients
  • Review and prepare gift, and fiduciary income tax returns
  • Estate income tax planning for high net worth clients and their families
  • Represent clients before tax agencies and follow-up with government authorities as required
  • Perform estate research & tax analysis and document findings/conclusions
  • Provide exceptional client service as well as develop trusted client relationships
  • Generate new business and cross selling leads with existing clients
  • Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; and manage to budget
  • Conduct primary and secondary review of complicated or complex income tax returns including Corporate, S-Corp. partnership, and individual clients 

For more information apply and contact:

Ken Small
Senior Staffing Partner
Incendia Partners, LLC
Tel: 603-661-6837

Ready to work with us?