Tax Manager / Senior Manager - Estate, Gift, Trust

About the role

The ideal candidate will have 5+ years of experience in tax management, with a focus on estate, gift, and trust tax compliance. They should be proficient in using tax software and have excellent communication skills.

Responsibilities

• Manage and direct the tax compliance for estate, gift, and trust transactions.
• Prepare and review tax returns for high-net-worth individuals and trusts.
• Provide guidance on tax planning strategies related to estate, gift, and trust matters.
• Collaborate with other departments to ensure accurate and timely tax reporting.
• Stay updated with changes in tax laws and regulations affecting estate, gift, and trust tax.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA certification preferred.
• Experience in estate, gift, and trust tax compliance.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.

Qualifications

• Proven ability to manage multiple projects simultaneously.
• Experience working with complex financial models and data analysis.
• Knowledge of relevant tax laws and regulations.
• Ability to work independently and as part of a team.

Skills

• Tax software proficiency (e.g., TaxAct, QuickBooks).
• Strong attention to detail.
• Effective time management and organizational skills.
• Ability to communicate effectively with clients and colleagues.

Benefits

• Competitive salary commensurate with experience.
• Flexible work schedule.
• Professional development opportunities.
• Health insurance benefits.
• Retirement plan options.

Pay

• $100,000 - $120,000 annually.

Schedule

• Hybrid work arrangement, combining remote and in-office work.