Remote Tax Manager - Trusts & Estates | WFH

Tax Manager - Trusts & Estates - Remote | WFH

Join our esteemed and rapidly expanding firm, a leader in wealth management, audit, and intricate tax services tailored for high-net-worth individuals. We pride ourselves on our commitment to our employees, asserting that their well-being is pivotal to delivering exceptional client experiences and maintaining our competitive edge. Our dedication to fostering a supportive workplace has garnered recognition from elite organizations and esteemed clients alike.

Why Consider This Opportunity?

• Collaborate with High-Profile Clients - Engage with prestigious organizations and discerning individuals.
• Balance Work and Life - Benefit from lower billable hour expectations compared to industry standards, promoting a healthier lifestyle.
• Attractive Compensation - Enjoy a competitive salary complemented by performance bonuses and a robust benefits package.
• Comprehensive Benefits - Access extensive health benefits with a significant portion covered for employees.
• Flexible Work Arrangements - Choose between hybrid or remote work options, alongside adaptable schedules.
• Career Advancement - Experience expedited career growth in a nurturing environment.
• 401k Contributions - Secure your future with our generous 401k matching plan.
• Generous Paid Time Off - Take well-deserved time off with ample paid leave.
• Investment in Education - Propel your professional development with company-funded continuing education.
  
  

We are honored to be recognized as a premier workplace for multiple consecutive years and to feature among the fastest-growing public accounting firms.

Role Overview

We seek a knowledgeable Tax Manager specializing in Trusts & Estates to enhance our expanding team. This position presents a unique opportunity for a dedicated professional to contribute to our firm’s growth while advancing their career trajectory.

Key Responsibilities

• Oversee tax compliance and advisory assignments for trusts and estates.
• Provide expert guidance on estate and trust tax issues.
• Cultivate and sustain client relationships.
• Mentor and nurture junior staff members.
• Stay informed on evolving tax regulations and their implications for clients.
  
  

Required Skills

• Proficient in tax compliance and research, especially in relation to estates and trusts (Forms 706 and 709).
• Strong analytical and critical thinking abilities.
• Excellent communication and interpersonal skills.
• Capacity to work collaboratively with both clients and team members.
  
  

Qualifications

• Bachelor's or Master's degree in Accounting or a related discipline.
• Minimum of 5 years of experience in public accounting, with a focus on tax.
• Possession of CPA or LLM designation is essential.
  
  

This is an exciting opportunity for an experienced Tax Manager in Trusts & Estates. Join a distinguished firm known for its outstanding workplace culture and be part of a fast-growing public accounting team.

Employment Type: Full-Time