Cost Manager responsible for estimating and cost management across diverse industries at JLL. Collaborating with stakeholders and maintaining project cost control throughout project lifecycle.
SC
Hybrid Trust and Estates Manager
Posted 2 months ago
About the role
- Trust and Estates Manager consulting on estate and income taxes for High Net Worth families. Overseeing projects from planning to implementation, ensuring client satisfaction and exceeding expectations.
Responsibilities
- Overseeing client projects from engagement planning to implementation and beyond
- Develop and manage an engagement plan for implementation
- Coordinating client and tax service line team schedules to ensure the proper resources are available for the appropriate projects
- Understand and establish priorities
- Identify resource requirements and assign staffing consultants to projects
- Monitor performance of project tasks
- Identifying, tracking, and managing action items, issues, and risks, and serving as liaison between the client team and our internal service team to resolve all in a timely manner
- Preparing and sending weekly status reports
- Collaborating with peers to ensure our team is exceeding clients’ expectations
- Delivering projects on time and within the budget
- Professional development through community organizational involvement and business solicitation
- All other duties as assigned
Requirements
- 5 or more years’ experience in tax and accounting working with businesses and High Net Worth families in planning and compliance roles
- Typical education backgrounds include bachelor’s degree in accounting or related fields that demonstrate an understanding of tax and planning processes
- Certified as a CPA or EA
- Experience in staff supervision and training
Benefits
- Flexible for the right candidates: full or part time or seasonal
- Remote or hybrid work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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