Tax Manager (Individual, Trust, Estate, and Gift Specialty)

Responsibilities

• Prepare or review income tax returns, trust returns, estate tax returns, and other documentation for compliance with tax laws and regulations
• Work with clients, estate’s attorney, related professionals and internal engagement teams to resolve tax-related issues and administration matters
• Review, analyze, and interpret trust documents and wills and develop knowledge about tax implications of language in documents
• Meet time constraints and client deadlines
• Begin acquiring the skills necessary to develop quality client relationships
• Participate in firm training courses to further develop technical skills
• Provide excellent client service by producing quality work, quick turnaround and attentive service
• Assist in tax research related to income, trust and estate laws
• Assist team in developing new processes and improve existing processes to streamline services for individual, trust, and estate tax compliance and consulting

Qualifications

• Bachelor’s Degree and/or Master’s Degree in Accounting/Taxation
• 5+ years of recent public accounting experience or related governmental experience
• CPA License or Enrolled Agent status
• Demonstrated technical knowledge in individual, trust, and estate tax returns
• Excellent analytical, problem-solving, and research skills
• Excellent communication and writing skills
• Ability to make and support decisions regarding accounting and tax matters
• Ability to perform multiple engagements and meet deadlines
• Ability to mentor, lead, and train people and to adapt to different learning styles of others
• CCH Axcess software experience helpful, but not required