As a Tax Manager – Trust, Estate & Gift (1041, 706, 709), you will provide high-level reviews and manage fiduciary, gift and estate tax returns as well as select individual income tax returns. You will participate in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications for the client. You will manage the development of staff and seniors. You will also maintain relationships with a diverse client base in various industries and assist firm leadership in identifying new opportunities and assist in obtaining new engagements.

 Our client understands the importance of work-life balance. That's why they have embraced a hybrid work model, allowing you to enjoy the flexibility of working from home as well as in the office.

 Duties---

 Compliance and Review

Manage a portfolio of fiduciary income tax returns, gift tax returns, estate tax returns, and select individual income tax returns

Review tax returns done by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities

Demonstrate strong analytical skills and working knowledge of tax and workflow software

Manage engagement workflow, engagement team resources and engagement billing tax software

Advisory Services

Research and analyze a wide range of tax issues and tax implications

Provide wealth planning advice, and help clients make informed, strategic decisions relevant to their tax and estate planning needs

Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning

People Development

Provide leadership, counseling and career guidance for the development and motivation of the engagement team

Work as part of a coordinated client service approach, working with other practice units to provide industry knowledge and insight to clients in a variety of industries

Operational Excellence

Review engagement profitability and prepare and analyze monthly billing for assigned engagements

Ensure firm technology is being applied where appropriate

Firm Advancement

Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances

Skills---

CPA, J.D., LL.M, or Masters in Taxation

Minimum of five (5) years of public accounting experience providing tax planning services and/or preparing and reviewing client work papers and income tax returns

1041 experience is required; 709, 706 and 1040 experienced is preferred, but not required

Ability to foster client relationships

Strong leadership, training and mentoring skills

Excellent writing, communication and tax research skills

Desire to embrace and leverage technology

Benefits---

Competitive compensation

Insurance, including health, dental, and vision, that begin on day one20+ days of paid time off and 13 paid holidays

Flex Fridays and office closures for summer and winter breaks

Parental leave, family care leave, and volunteer time

401(k) plans and profit sharing

CPA exam bonus, education assistance program, and pet insurance