Trust & Estate Tax Manager
About the role
This position reviews complex tax returns, as well as provides advanced technical assistance, tax planning, and research on complex Trust, Estate and Gift tax issues.
Responsibilities
- Performs detail tax review of all Trust, Estate and Gift tax returns and governmental tax examinations of any complexity
- Works directly with clients on follow-up items from meetings or initiates follow through on new initiatives with clients
- Delegates and manages Trust, Estate and Gift tax research projects to achieve an accurate and efficient product
- Performs tax preparation for more complex Trust, Estate and Gift tax returns
- Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
- Manages risk and financial performance of engagements including billings, collections and project budgets
Requirements
- 5+ years recent experience in public accounting with a Trust and Estate tax focus
- Excellent research and writing skills
- Licensed CPA or JD required
- Ability to build and retain client relationships
Qualifications
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to manage multiple tasks and priorities
- Proficient in Microsoft Office Suite
Skills
- Tax law knowledge
- Research and writing proficiency
- Client relationship management
- Project management
Benefits
Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
Retirement Savings: 401(k) plan with 1.5 % match and discretionary 5% profit sharing
Time Off: 5 weeks of vacation and sick leave,
10 Paid Holidays
16 Hours of Volunteer Time
Paid Sabbaticals and Paid Parental Leave
Pay
A reasonable estimate of the current range is $135,000 - $175,000.
Schedule
Full-time position that may be based in one of our local offices or fully remote in the following states: AZ, CA, CO, IA, ID, KS, MT, NC, NV, OR, SC, TX, UT, AK or WA.