Senior Manager, WNT Estates, Gifts & Trusts

Are you a seasoned professional with a strong background in estate planning and trust management? Do you have a passion for helping clients navigate complex financial situations and achieve their long-term goals? If so, we have an exciting opportunity for you to join our team as the Senior Manager of WNT Estates, Gifts & Trusts at KPMG.As the Senior Manager, you will be responsible for leading a team of talented individuals to provide strategic estate planning and trust management solutions to our clients. Your expertise in these areas, coupled with your strong leadership skills, will be instrumental in driving our success and delivering exceptional service to our clients.We are seeking a highly qualified candidate with a minimum of 8 years of experience in estate planning, trust management, and tax advisory services. The ideal candidate will also possess excellent communication skills, a client-focused mindset, and a track record of building and maintaining strong relationships with clients and team members.If you are ready to take your career to the next level and make a significant impact in the world of estate planning and trust management, we invite you to apply for this exciting opportunity at KPMG.

1. Lead a team of estate planning and trust management professionals to provide strategic solutions to clients.
2. Develop and implement strategic plans for the department to achieve business objectives.
3. Provide expert guidance and advice to clients on estate planning and trust management matters.
4. Build and maintain strong relationships with clients, understanding their unique needs and goals.
5. Oversee the development and delivery of high-quality service to clients.
6. Monitor and analyze industry trends and regulations to ensure compliance and drive innovation.
7. Collaborate with other teams and departments within the company to provide integrated services to clients.
8. Mentor and develop team members, providing guidance and support to help them grow and succeed.
9. Act as a subject matter expert on estate planning, trust management, and tax advisory services.
10. Communicate complex information in a clear and concise manner to clients and team members.
11. Represent the company at industry events, conferences, and meetings.
12. Stay up-to-date on industry developments and best practices to continuously improve service offerings.
13. Manage budgets and resources effectively to achieve financial targets.
14. Ensure all work is completed in a timely and accurate manner.
15. Promote a client-focused mindset throughout the team and company.
16. Collaborate with sales and marketing teams to identify new business opportunities and secure new clients.
17. Uphold company values and ethics in all interactions with clients and team members.
18. Continuously evaluate and improve processes and procedures to increase efficiency and effectiveness.
19. Prepare and present reports to senior management on department performance and progress.
20. Maintain confidentiality and handle sensitive information with discretion.

According to JobzMall, the average salary range for a Senior Manager, WNT Estates, Gifts & Trusts in Albany, NY, USA is between $90,000 and $130,000 per year. This range can vary depending on the specific company, years of experience, and additional skills and qualifications.

KPMG International Cooperative is a multinational professional services network, and one of the Big Four accounting organizations. Seated in Amstelveen, the Netherlands, KPMG is a network of firms in 154 countries, with 207,050 people and has three lines of services: financial audit, tax, and advisory.