Senior Tax Manager (Trusts & Estates) Job at Bounty Hunter World Ltd., New York, NY

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  • Bounty Hunter World Ltd.
  • New York, NY

Job Description

About the Firm:

Our client, Sax LLP , is a forward-thinking and growing mid-sized public accounting firm known for delivering strategic tax, advisory, and assurance services to closely held businesses, family enterprises, and high-net-worth individuals . With a collaborative culture that recognizes and rewards excellence, this is the ideal opportunity for tax professionals ready to take a leadership role in a high-caliber environment.

About the Role:

As a Senior Tax Manager – Trusts & Estates , you'll become a strategic leader in the Private Client Service practice. This position is ideal for someone with a deep understanding of estate and trust tax matters, including gift, estate, fiduciary, and high-net-worth individual tax compliance and planning . You'll work closely with prestigious clientele and lead a skilled tax team while collaborating cross-functionally with other leaders in the firm.

✅ Required Skills & Qualifications:

  • Bachelor’s or Master’s in Accounting or a related field
  • CPA or EA designation (U.S. credential only)
  • 7–10+ years of U.S. tax experience in public accounting
  • Located in or willing to commute to New York or New Jersey (hybrid model)
  • Strong experience with high-net-worth individuals, trusts, estates, private clients
  • Expertise in estate, gift, and fiduciary income tax returns
  • Knowledge of fiduciary accounting and multistate tax issues

Key Responsibilities:

  • Lead and manage the Trust & Estate tax division within Private Client Services
  • Oversee and review complex tax compliance for high-net-worth individuals, estates, trusts, private foundations, and gifts
  • Develop and deliver estate planning strategies for clients
  • Mentor and manage a team of tax professionals
  • Cultivate relationships with existing and prospective clients in the trust and estate space
  • Maintain firm visibility within the estate planning and high-net-worth community

Ideal Firms for Talent Sourcing:

  • RSM, BDO, Grant Thornton, CLA, Cherry Bekaert, Baker Tilly, Forvis Mazars, Citrin Cooperman, PKF O’Connor Davies, Withum

RNR005

Requirements:
  • Where are you located?
  • What's your nationality?
  • What is your expected salary for this job?
  • What is your notice period; when can you engage this job?
  • Please only apply and press yes if you have read the requirements, education, experience and certifications, and match these.

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