What are the responsibilities and job description for the Trust and Estate Tax Manager position at Brickley DeLong?
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Brickley DeLong is a full-service, West-Michigan based, public accounting and business consulting firm with offices in Muskegon, Grand Haven, Grand Rapids, and Hart. This position can be located out of any office. We are currently seeking a Tax Manager who specializes in Trust and Estate planning to join our growing team! Our team is looking for someone who has extensive experience working with trust income tax returns and estate tax returns.
This role would require working closely with trustees, personal representatives and attorneys to gather information needed to prepare the tax returns required. This role also requires the ability to manage a broad range of business and individual filings. The right candidate must have excellent interpersonal skills and will be an essential member of our team, providing services in tax, consulting, trust & estate tax experience, and assurance. The right candidate should also be able to build and maintain strong client relationships through effective communication and understanding of unique financial situations.
Job Duties :
- Ensures compliance function of client engagements, including the preparation and technical review of corporate, partnership, individual trusts, income tax returns and estate tax returns
- Identifies tax planning calculations
- Works and assists with tax research and planning
- Researches and consults on complex tax matters
- Completes trust and estate planning
- Assists the firm in process improvement and best practices
- Manages and supervises multiple client engagements Benefits :
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Customized work arrangements
Ability to commute :
Experience :
License / Certification :
Flexible work from home options available.
Brickley DeLong is a full-service public accounting and business consulting firm serving your West Michigan accounting needs with offices in Grand Haven, Grand Rapids, Hart, and Muskegon. For over 40 years, our focus has been on our clients, our people, and our community.
WHY BD?
Your Future Starts Here
Brickley DeLong is a top 10 CPA Firm in West Michigan. You will be an essential part of our team, providing services in assurance, tax, consulting and more. At our Firm, you will gain a wide range of experiences allowing you to discover your interests; you will mold your career path and become one of the area's most trusted business advisors.
Brickley DeLong is committed to developing and rewarding its greatest asset, its employees. We are continually building a team of professionals who are challenged to accept new responsibilities while upholding the highest level of integrity, innovation, and dedication to the Firm and its clients. We value hard work at Brickley DeLong, but we recognize the significance of opportunities for growth and work-life balance. Our focus is not only on quality of work, but on quality of life, which is why we care about our employees and their families. We believe that happy employees produce a strong work ethic, superb teamwork, and lasting client relationships.
