Trust and Estate Tax Manager

Job description:

• Manage and review of Gift, Estate and Trust tax returns
• Build new and existing client relationships and demonstrate knowledge of client industries
• Prepare internal memoranda, written correspondence/ guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities
• Manage tax planning for trust and individual income taxes
• Handle multiple engagements at one time and meet deadlines
• Produce deliverables that are clear, concise, thorough and of professional quality
• Provide guidance and feedback to staff and interns
• Provide technical training and participate in mentorship program
• Dedicated to meeting and exceeding the expectations and requirements of clients

Qualified candidates will possess the following:

• CPA or JD certification
• 5 or more years of experience in public accounting
• Undergraduate or graduate degree in Accounting or Tax
• Excellent organization and time management skills
• Highly detail-oriented, organized and proactive
• Strong written and verbal communication skills with a client-service focus
• Strong computer skills; knowledge of ProSystem Tax and Engagement a plus
• Technical skills reflective of experience
• An ability to work within a team framework and comfortable reporting to multiple people

Our benefits include:

• Competitive salary
• Health, dental, vision, life, long-term disability insurance
• 401(k) plan
• New business and employee referral bonuses
• Professional dues
• Continuing education
• Free parking