Tax Manager - Estate & Gift

Responsibilities

• Serve as a firm resource on planning and compliance matters related to gifts, estates and trusts.
• Works with clients, staff and other professionals to identify and review the economic and financial implications of transactions from a tax perspective related to gifts, estates and trusts.
• Engage with other professionals in the estate planning community on current and emerging tax issues related to gifts, estates and trusts.
• Manage and review the preparation of the firm’s estate and gift tax returns, and championing best practices in the field, often acting as a change agent in the firm.
• Support, supervise and mentor staff, assisting with technical development within a positive team environment.
• Develop, maintain and grow client relationships through professionalism, responsiveness and superior client service.

Requirements

• BS/BA degree in Accounting or related field.
• CPA is required.
• 8+ years of public accounting experience.
• Strong preference for candidates with experience in Estate & Gift taxation.
• Proficiency in technical writing and research.
• Must be detail oriented.
• Able to communicate with all levels of staff.
• Desire to work in a team environment.
• Able to work quickly and independently in a busy and demanding environment.

Qualifications

None specified.

Skills

• Technical writing and research skills.
• Detail orientation.
• Communication skills.
• Teamwork skills.

Benefits

• Full-time positions with a competitive compensation package including salary and performance-based bonuses.
• Medical, dental, disability insurance, life insurance, 401(k) retirement program including profit sharing.
• Paid holidays and vacation, flex-time policy, company sponsored gym membership, free on-site parking, and casual attire dress in the office.

Pay

Minimum Annual Salary $100,000 - Maximum Annual Salary $200,000

Schedule

Hybrid Work Environment - 2 days/Week in Office