What are the responsibilities and job description for the Remote Trust & Estate Tax Manager | WFH position at Get It - Real Estate?
Job Overview
We are seeking a skilled and dedicated Trust & Estate Tax Manager to become an integral part of our team. This remote role presents a unique opportunity to engage in tax planning and compliance for trusts, estates, and gift tax returns, ensuring exemplary service for our high-net-worth clients.
Key Responsibilities
This role offers significant potential for professional advancement and development within the organization. We are committed to fostering an environment that encourages mentorship and supports your career aspirations.
Company Culture And Values
Our organization prides itself on a supportive and efficient work environment that values exceptional client service. We uphold a culture of integrity and collaboration, ensuring that our team members are empowered to thrive.
Compensation And Benefits
We are seeking a skilled and dedicated Trust & Estate Tax Manager to become an integral part of our team. This remote role presents a unique opportunity to engage in tax planning and compliance for trusts, estates, and gift tax returns, ensuring exemplary service for our high-net-worth clients.
Key Responsibilities
- Oversee the preparation and review of federal and state estate, gift, and trust tax returns, including Forms 706, 709, and 1041.
- Deliver expert tax planning and consulting services tailored to high-net-worth individuals.
- Collaborate closely with Private Client Services to provide cohesive solutions.
- Cultivate and maintain robust client relationships through exceptional service delivery.
- Stay updated on industry trends and changes in tax legislation.
- Identify opportunities for process improvements to enhance operational efficiency.
- Engage in business development efforts to uncover new client opportunities.
- Mentor and guide junior team members to ensure high-quality service standards are upheld.
- Strong proficiency in preparing and reviewing Forms 706, 709, and 1041.
- Extensive knowledge of federal and state tax regulations pertaining to trusts, estates, and gifts.
- Exceptional communication skills, with a focus on relationship building.
- Strong analytical and problem-solving capabilities, with meticulous attention to detail.
- Proficiency in tax software and Microsoft Office Suite.
- Bachelor's degree in Accounting, Finance, or a related discipline.
- Active CPA certification is mandatory.
- Minimum of 5 years of experience in trust, estate, and gift tax planning and compliance.
- Experience working with high-net-worth clients and private client services is advantageous.
This role offers significant potential for professional advancement and development within the organization. We are committed to fostering an environment that encourages mentorship and supports your career aspirations.
Company Culture And Values
Our organization prides itself on a supportive and efficient work environment that values exceptional client service. We uphold a culture of integrity and collaboration, ensuring that our team members are empowered to thrive.
Compensation And Benefits
- Competitive salary with an annual bonus, sign-on bonus, and bi-annual performance evaluations.
- Generous annual raises ranging from 10-15%.
- Comprehensive medical, dental, and vision benefits.
- Commencement of employment with over 6 weeks of paid time off, plus holidays and unlimited sick days.
- Emphasis on work-life balance, particularly during peak seasons, capped at 55-hour work weeks.
