Principal/Senior Tax Manager - Estate and Trust

Principal/Senior Manager - Estate and Trust

Are you looking to become part of a firm that provides the advantages of a smaller, more personable work environment, while offering the complexity of work of a larger firm? Are you interested in becoming a leader in our trust and estate specialty? Is maintaining a healthy work-life balance a priority for you?

Gordon Advisors offers all that and more! We are looking to hire a full-time Principal or Sr. Tax Manager with experience in estate and trust who is passionate about public accounting and driven to progress in their career.

About Us
Established in 1954, Gordon Advisors is one of the top 20 largest public accounting and business consulting firm in Southeastern Michigan. We are a growing, dynamic firm looking for the right people to grow with us.

We believe in delivering outstanding service to our diverse client base as well as providing a firm culture where our staff feel like family members. The heart of our success starts with a strong team with shared goals, therefore staff development is essential. We recognize our staff have personal lives outside of work, and keeping a healthy work-life balance results in a more productive team. For that reason, our staff work fewer total hours per year than industry average.

In 2024, the firm was recognized as One of the Best and Brightest Companies to Work For in Metro Detroit - our 20th year earning this honor. We offer an excellent compensation and benefit package commensurate with experience and opportunities for career advancement.

What You Will Do:

The role will primarily be working on estate and trust clients as well as some overall tax client work.

• Lead multiple tax engagements to deliver quality tax preparation, research, planning and consulting services for a variety of clients
• Review estate, gift, and fiduciary income tax returns
• Perform Power of Attorney responsibilities for clients and follow-up with government authorities as required
• Perform estate research & tax analysis and document findings/conclusions
• Keep up to date on current tax practices and changes in tax law
• Supervise, delegate, and develop estate/trust team
• Provide exceptional client service as well as develop trusted client relationships
• Generate new business and cross selling leads with existing clients

What We Are Looking For In Candidates:

• 10 years of relevant compliance experience specializing in estate, trust, and tax services
• Bachelor’s degree in accounting or other recognized business credential required
• CPA licensure and Juris Doctorate degree a plus
• Excellent verbal and written communication skills
• Strong leadership and personnel management skills
• Ability to handle multiple tasks simultaneously
• Experience with software pertaining to estate tax returns, gift tax returns, fiduciary accounting, and income tax returns is a plus

Interested? Contact Us!
Apply by submitting your resume through Indeed for consideration or to resumes@gordoncpa.com. Candidates must be legally authorized to work in the United States without sponsorship.

Equal Opportunity Employer

Gordon Advisors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, gender identity, sexual orientation, or any other legally protected status, in accordance with applicable federal, state or local law.

Notice to Recruiters and Staffing Agencies
Gordon Advisors will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes submitted from search firms, employment agencies, or similar will be viewed as being referred free of any charges or fees and will become the property of the firm. Gordon Advisors will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

Job Type: Full-time

Pay: $125,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• On-site gym
• Opportunities for advancement
• Paid time off
• Paid training
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Accounting: 5 years (Preferred)

License/Certification:

• CPA License (Preferred)

Work Location: Hybrid remote in Troy, MI 48098

Salary : $125,000 - $200,000