Tax Senior Manager - High Net Worth

T AX SENIOR MANAGER – TRUST AND ESTATE

At Carr, Riggs & Ingram, your career path is just that—yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI can help you reinvent your career path and shape your future.

We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts.

We are looking for a Tax Senior Manager on the path to Partner offering you the opportunity to shape your career and make a lasting impact within our firm.

Essential Functions:

• Preparation and initial Review of 1041 trust and estate income tax returns
• Preparation of fiduciary accountings, knowledge of state statutes & familiarity with document
• review as it applies to a fiduciary accounting
• Analyze tax issues and come to conclusions.
• Perform diversified accounting, and tax assignments under the direction of a senior manager or partner
• Demonstrate competency in technical skills, work quality and application of professional and firm standards
• Meet time constraints and client deadlines
• Participate in firm training courses to further develop technical skills; ability to train others
• Provide excellent client service by producing quality work, quick turnaround and attentive service
• Ability to develop and maintain client and referral relationships.
  
  

Qualifications:

• Must have fiduciary experience; law firm or trust department experience will be considered.
• 8 year’s experience in preparation and review of 1041, 706 and 709 returns, high net worth 1040 preparation and planning affecting estate and gift tax returns.
• Trust department or accounting firm family private office fiduciary tax and/or administration experience would be considered
• Experience with preparation and review GST issues associated with 706, 709, 706-GS (D) and 706 GS (T) filings.
• In additional to CPA, the following designations are strongly preferred EA, CFTA CFP,PFS, and PFP
  
  

Applicants for positions with CRI must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position or future positions.

CRI is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. The profession and our communities widely acknowledge our commitment to delivering tailored solutions to help ensure client success.

We stand out through our collaborative, client-focused approach, offering personalized services backed by deep industry knowledge. Clients trust CRI as a dedicated partner who understands their unique needs and ensures support at every step. To learn more about the industries we serve, our service offerings, and our family of companies please visit us at  www.criadv.com .