Trusts and Estate Tax Manager
Trusts and Estate Tax Manager
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$ 100000 - 150000
1 Vacancy
Job Description
- Review and prepare federal and state fiduciary income tax returns (Form 1041 estate tax returns (Form 706 and related filings
- Lead multiple tax engagements to deliver quality tax preparation research planning and consulting services for a variety of clients
- Ensure compliance with legal and tax requirements for trust and estate entities
- Communicate technical issues recommendations and opportunities to clients and prospects including inperson meetings
- Provide guidance and training to junior staff and collaborate within integrated team to meet client and firm deadlines
- Stay current with changes in fiduciary tax and estate law and participate in ongoing professional development
- Proactive approach to process improvement and regulatory changes
- Bachelors degree in Accounting or Finance
- 5 years of specialized experience in trust and estate tax
- CPA strongly preferred
- Selfmotivated
- High ethical standards and integrity
- Clientfocused mindset and ability to manage multiple priorities
- Work well in a team environment
- Excellent communication skills
Required Experience:
Manager
Employment Type
Full-Time
