Brock, Schechter & Polakoff, LLP · 4 months ago
Estate & Trust Tax Manager (Hybrid Remote)
Buffalo, NY
Full-time
Hybrid
Mid Level
$100K/yr - $120K/yrBrock, Schechter & Polakoff, LLP is a firm that values flexibility and professional development for its staff. They are seeking an Estate & Trust Tax Manager to prepare and review complex tax returns, lead planning for high net worth clients, and supervise junior staff while ensuring timely completion of engagements.
AccountingFinancial ServicesWealth Management
Responsibilities
Prepare and review complex estate gift tax and trust returns
Lead estate and gift planning for high network clients
Perform tax research
Recognize in advance possible problem areas of an engagement
Take responsibility for tax returns ensuring returns are being completed by the deadlines
Further develop the skills necessary to build quality client relationships and loyalty
Help train and supervise In-Charge Senior, Senior and Staff Accountants
Motivate and assist staff in their professional development including appropriate delegation of work
Assist the Principals and Partners wherever possible including billing of client work
Monitor time budgets for large tax engagements
Represent the Firm in professional and service organizations
Qualification
Required
Prepare and review complex estate gift tax and trust returns
Lead estate and gift planning for high network clients
Perform tax research
Recognize in advance possible problem areas of an engagement
Take responsibility for tax returns ensuring returns are being completed by the deadlines
Further develop the skills necessary to build quality client relationships and loyalty
Help train and supervise In-Charge Senior, Senior and Staff Accountants
Motivate and assist staff in their professional development including appropriate delegation of work
Assist the Principals and Partners wherever possible including billing of client work
Monitor time budgets for large tax engagements
Represent the Firm in professional and service organizations
Benefits
Ability to advance within the firm
Family Friendly Culture
Competitive Salary and Benefits Package
Flexible Work Schedules
Hybrid Remote Work Arrangements
Summer Fridays
Average of 55 hours a week during tax season
Dress for your Day
Professional Development Plan for all accountants
Mentor Program
Company
Brock, Schechter & Polakoff, LLP
Since 1972, Brock, Schechter & Polakoff, LLP has provided accounting, tax management, business consulting, human resources, financial services and support to companies of every size, in virtually every industry.
Founded in 1972
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Ahne
Chief Operating Officer
Caroline Organ, SPHR
Chief Human Resources Officer
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