Join Primus Valor AG as a dual student in Accounting, Taxation, and Business Law. Gain hands - on experience while studying at DHBW Mannheim with career opportunities post - graduation.
BC
Onsite Senior Manager, Tax Services – Private Wealth
Posted 13 hours ago
About the role
- Senior Manager advising high-net-worth clients on complex fiduciary tax matters. Overseeing engagements and mentoring staff in a certified public accounting firm.
Responsibilities
- Serve as a senior technical and client-facing leader, advising high-net-worth individuals on complex fiduciary tax matters
- Oversee multiple engagements, mentor managers and staff
- Lead and review complex fiduciary estate and gift tax engagements
- Serve as a primary advisor on estate and wealth transfer planning
- Design and implement advanced estate, gift, and GST tax strategies
- Provide guidance on trust administration and complex income tax matters
- Maintain strong client relationships and identify opportunities to expand services
- Collaborate closely with attorneys, investment advisors, and estate planners
- Monitor legislative developments and proactively advise clients on emerging tax issues
Requirements
- Bachelor’s degree in Accounting or Finance
- CPA required
- JD or LL.M. in Taxation strongly preferred
- Minimum of eight (8) years of progressive experience in trust and estate taxation
- Advanced knowledge of fiduciary income tax, estate and gift tax planning, and wealth preservation strategies
- Strong experience advising high-net-worth individuals and family offices
- Demonstrated leadership and mentoring capabilities
- Excellent communication and client advisory skills.
Benefits
- Equal Opportunity Employer
- Employee-centric workplace focused on integrity
- Ongoing training
- Community service opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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