Tax Manager CPA Estate Trust

Description Our Client, a National CPA Firm, is adding a Tax Manager in their Private Client Group. The individual will work closely with partners and clients with tax compliance and planning. Essential Duties: Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory services Review individual, trust, estate, gift and foundation returns Review estate and trust fiduciary accountings Handle Federal and State tax notices and audits Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies Manage all aspects of client accounts and foster client relationships Review and analyze estate planning related legal documents Business development including networking, public speaking and authoring Trust and Estate related articles Manage other members of the group including monitoring their workload and training and assisting them Stay current on new tax legislation Qualifications: Bachelor's degree in Accounting from an accredited college/university required; Masters in Taxation a plus 10+ years progressive tax experience in public accounting required Active CPA license or EA designation required Extensive experience in Tax Advisory and Estate/Trust planning and compliance Ability to establish and maintain good client relationships Excellent verbal and written communication skills Proficiency in Microsoft Office applications required Experience with reviewing fiduciary, gift and estate tax returns Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA Experience with research software and memo writing required Must be able to work additional hours as needed to meet client deliverables Must have access to a car/public transportation and be willing to travel locally to clients and/or other offices when required. Hybrid commute and excellent Benefits and Culture. Pay:$120,000.00 - $150,000.00

Created: 2024-11-05