Tax Manager – Trust, Estate & Gift

As a Tax Manager – Trust, Estate & Gift (1041, 706, 709), you will provide high-level reviews and manage fiduciary, gift and estate tax returns as well as select individual income tax returns. You will participate in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications for the client. You will manage the development of staff and seniors. You will also maintain relationships with a diverse client base in various industries and assist firm leadership in identifying new opportunities and assist in obtaining new engagements.

Responsibilities

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; 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; Provide leadership, counseling and career guidance for the development and motivation of the engagement team; Work as part of a coordinated client service approach with other practice units; Review engagement profitability and prepare and analyze monthly billing for assigned engagements; Ensure firm technology is applied where appropriate; Work as a team on internal initiatives

Requirements

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 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

Nice to have

709 experience; 706 experience; 1040 experience

Benefits

Competitive compensation; Insurance including health, dental, and vision beginning on day one; 20+ days of paid time off and 13 paid holidays; Flex Fridays and office closures for summer and winter breaks; Parental leave, family care leave, and volunteer time; 401(k) plans and profit sharing; CPA exam bonus, education assistance program, and pet insurance