Tax Manager

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:

• BA/BS degree in accounting from an accredited college/university required; Masters in Taxation preferred
• Active CPA or EA licensed required
• 6 years progressive experience in public accounting 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 Access 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