Manager EPM managing transformations for financial directions at Primexis. Involving in integration systems and assisting various corporate financial transformations.
SC
Hybrid Trust and Estates Manager
Posted 4 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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