This job listing has expired and the position may no longer be open for hire.

Tax Manager - Trusts and Estates at Mazars USA LLP

Posted in General Business 30+ days ago.

Type: Full-Time
Location: New York, New York





Job Description:

Job Description:

Mazars in U.S. is hiring - If you are looking for a career where you can truly have a say, make an impact, and be valued, then Mazars is the right place for you!

Our firm's Trusts and Estates Tax practice seeks an accomplished Tax Manager experienced with serving Non-Profit clients, 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 the public accounting profession, to join our Trusts and Estates Tax team.

As a Tax Manager in the Trusts and Estates Tax group, you will utilize your technical skills and provide a combination of sophisticated and customized tax compliance and consulting services to a variety of our valued clients, assisting those clients with estate, gift, trust, and charitable tax planning. You will collaborate with and assist 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 You Will Do:


  • Utilize your 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 engagement teams serving 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), non-profit (990/990PF) and fiduciary (Form 1041) tax returns, including related tax schedules and forms.

  • 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:


  • Bachelor of Science degree in accounting or a business-related field

  • Advanced tax degree (MST, JD, LLM) is preferred

  • CPA, EA, or J.D. is required

  • CFP, CFE or related designations are preferred

  • 5+ years of relevant tax compliance in a CPA firm, a tax consulting practice, trust department, 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

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 U.S. 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 U.S., 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.

"The Mazars Way" is our style. It is how we engage people and companies, solve problems and work as a team with one another, our clients and with our partner organizations.

Mazars USA LLP is an equal opportunity/affirmative action employer and maintains a drug-free workplace.





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