Tax Manager – Trust, Estate & Gift

What You’ll Do

• Manage a portfolio of fiduciary income tax returns, gift tax returns, estate tax returns, and select individual income tax returns
• Review tax returns done by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities
• Demonstrate strong analytical skills and working knowledge of tax and workflow software
• Manage engagement workflow, engagement team resources, and engagement billing
• Tax software
• Advisory Services
• Research and analyze a wide range of tax issues and tax implications
• Provide wealth planning advice, and help clients make informed, strategic decisions relevant to their tax and estate planning needs
• Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning
• People Development
• Provide leadership, counseling, and career guidance for the development and motivation of the engagement team
• Work as part of a coordinated client service approach, working with other practice units to provide industry knowledge and insight to clients in a variety of industries
• Operational Excellence
• Review engagement profitability and prepare and analyze monthly billing for assigned engagements
• Ensure firm technology is being applied where appropriate
• Firm Advancement
• Work as a team on internal initiatives that promote firm growth, culture, technical tax content development, and technological advances

What You’ll Need

• CPA, J.D., LL.M, or Masters in Taxation
• Minimum of five (5) years of public accounting experience providing tax planning services and/or preparing and reviewing client work papers and income tax returns
• 1041 experience is required; 709, 706 and 1040 experienced is preferred, but not required
• Ability to foster client relationships
• Strong leadership, training, and mentoring skills
• Excellent writing, communication, and tax research skills
• Desire to embrace and leverage technology