Tax Manager - Gift, Trust & Estate Tax
About the role
Responsible for providing expert financial advisory services to clients in various industries including healthcare, manufacturing, affordable housing, construction & real estate, dealerships, gaming & hospitality, insurance, nonprofit, private equity, retail, technology SaaS, agribusiness, education, energy services, financial services, government, healthcare, strategy & management, outsourced & managed services, security & risk, transaction advisory, audit & assurance, client accounting services, business credits & incentives, international tax, irs disputes & collections, tax consulting & planning, microsoft, technology services.
Responsibilities
- Provide strategic financial advice to clients in various industries.
- Assist clients in navigating complex regulatory environments.
- Develop and implement financial plans tailored to client needs.
- Conduct financial analyses and prepare reports for decision-making.
- Collaborate with cross-functional teams to deliver comprehensive solutions.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- Minimum 5 years of relevant work experience in financial advisory or similar field.
- CPA certification preferred.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
Qualifications
- Proficiency in financial modeling and analysis tools.
- Experience with financial regulations and compliance.
- Ability to manage multiple projects simultaneously.
- Knowledge of industry-specific financial practices.
Skills
- Financial modeling and analysis.
- Regulatory compliance and risk management.
- Client relationship management.
- Team collaboration and leadership.
Benefits
- Competitive compensation package.
- Flexible work schedule.
- Professional development opportunities.
- Employee wellness programs.
Pay
Competitive salary based on experience and qualifications.
Schedule
Full-time position with flexible working hours.
Microsoft
Preferred proficiency with Microsoft Office Suite.
Technology Services
Experience with technology services is a plus.
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