Tax Manager - Estates & Trusts

Tax Manager - Estates & Trusts

We are seeking a high-performing Tax Manager to specialize in estates and trusts, contributing to our growing team. This position offers the unique opportunity to work on a variety of tax matters including trusts, estates, and forensic accounting, ensuring a dynamic work environment. As part of a well-established and highly profitable regional CPA firm, you will benefit from a supportive team structure, significant growth opportunities, and a work-life balance that respects your personal time. Ideal candidates will bring strong technical skills and a strategic approach to managing tax issues in complex scenarios involving diverse client groups from SEC to privately-held entities.

Salary: DOE per year

Essential Duties and Responsibilities:

• Preparation of individual, corporate, partnership, LLC, trust, and bankruptcy tax returns, ensuring compliance with legislation and identifying planning opportunities.
• Manage monthly accounting for clients and prepare comprehensive financial statements.
• Analysing financial data to produce thorough reports aiding in forensic accounting, bankruptcy cases, and litigation support.
• Providing operational management analysis and consulting tailored to client needs, enhancing business operations and fiscal strategies.

Minimum Position Qualifications:

• Minimum 3 to 5 years' experience in public accounting, showing increasing complexity in tax tasks.
• Strong understanding of trust taxation theory, fiduciary accounting income, and distributable net income rules.
• Bachelor’s or master’s degree in accounting.
• Completion of at least forty (40) hours of continuing professional education annually.
• Pursuit or possession of a CPA license; if licensed, must be a member in good standing with the AICPA.
• Familiarity with a diverse array of trust types including revocable living trusts, grantor trusts, marital trusts, bypass trusts, and charitable split-interest trusts.

Preferred Qualifications:

• Exemplary communication skills for client interactions and presentations.
• Advanced expertise in tax software and Microsoft Office Suite, especially Excel.
• Proven analytical skills for strategic tax planning and implementation.
• Leadership experience in managing small to mid-sized client engagements.
• Up-to-date knowledge of current tax laws and regulations applicable to estate planning and trust management.

Skills:

• High proficiency in tax preparation and review.
• Excellent analytical and organizational abilities.
• Ability to effectively manage multiple projects and deadlines.
• Strong interpersonal skills and the capability to lead teams.
• Dedication to continuous education and professional development.

Benefits:

• Overtime compensation at time and one half.
• Excellent health benefits package.
• Employer contribution of 5% to 401K program.
• Opportunities for fast track career progression.
• Variety of clients and industry exposure.