Tax Senior Manager - Gift Trust and Estate

About the role

Explore our current opportunities and join a dynamic team committed to excellence in various industries including healthcare, manufacturing, affordable housing, construction & real estate, dealerships, gaming & hospitality, insurance, nonprofit, private equity, retail, technology, 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, and more.

Responsibilities

• Contribute to projects that enhance operational efficiency and drive innovation within the organization.
• Collaborate with cross-functional teams to develop and implement solutions that meet business objectives.
• Provide expert guidance on complex financial and regulatory matters to support strategic decision-making.
• Develop and maintain strong relationships with clients to ensure their satisfaction and loyalty.
• Stay updated with industry trends and regulatory changes to provide informed advice and solutions.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Minimum 5 years of relevant work experience in a professional services firm or similar environment.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite and familiarity with industry-specific software tools.

Qualifications

• CPA certification preferred.
• Experience in public accounting, financial consulting, or related fields.
• Knowledge of federal and state tax laws and regulations.
• Ability to manage multiple tasks and prioritize effectively under tight deadlines.

Skills

• Strong technical skills in financial analysis and reporting.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Attention to detail and ability to handle confidential information.

Benefits

• Competitive compensation package including base salary, bonus potential, and benefits such as health insurance, retirement plans, and paid time off.
• Professional development opportunities through training programs and mentorship.
• A supportive and collaborative work environment.
• Opportunities for advancement within the company.

Pay

Compensation is commensurate with experience and qualifications.

Schedule

Full-time position with flexible working hours to accommodate professional and personal responsibilities.