Tax Manager : Estate & Trust

Hamilton Tharp LLP has re-imagined the way we service our clients by leading the relationship with Advisory Services. The tax return is the end result of strategic planning. We have moved from the traditional historian role to that of the proactive, strategic partner. Through Advisory, we partner with our clients by educating them and implementing tax efficient business strategies.

Are you ready to work differently? Are you ready to take your knowledge of tax and accounting and use it to transform client relationships?  Are you ready to use your knowledge, skills, and abilities to be part of a team that strives to make our clients better? Do you have the maturity and insight to work directly with business owners?

Hamilton Tharp has an immediate opening for an ambitious Trust & Estate Tax Manager to become part of their growing team. This is an exciting opportunity for an innovative, dedicated team player with a passion for client service who is looking to develop their career. At Hamilton Tharp, you will have direct interaction and responsibility with our clients to assist them with their accounting, tax and financial needs.  

Our firm provides services well beyond our clients’ expectations, including complete accounting, tax and advisory services to a variety of individuals and businesses. We offer an exciting, up-tempo and challenging work environment situated on a beautiful campus in Solana Beach. Founded in 1980, Hamilton Tharp has assembled a team of top tax and accounting professionals to assist clients in reaching their financial and life goals. Our structure allows for remote work while still staying connected to our top team of professionals.

We are currently seeking a Trust & Estate Tax Manager with five to seven years’ experience in public accounting with a minimum of four years as a staff accountant or equivalent.

Job Responsibilities:

• Prepare and review tax returns: Federal, multi-state, complex business entities, high-net-worth individuals, Gift, Estate and Trusts
• Know and understand the Firm’s policies and procedures.
• Must be consistently accurate, on-time or early, and under-budget.
• Provide assistance, supervision and training to staff members.
• Provide insightful and correct advice on intermediate financial and accounting matters.
• Accurately interpret moderately difficult data and provide detailed information to management as needed, adeptly handle initial preparation and monitor budgets for client engagements.
• Skillfully review own work product before sending to others for review, resulting in a consistently high quality work product with few review notes.
• Keep manager informed of all important developments in client engagements.
• Understand advanced tax code sections and regulations and apply them correctly and consistently.
• Regularly read industry newsletters and attempt to stay current on tax legislation and interpretations.  Understand how changes may affect client engagements and planning.
• Understand and apply tax planning techniques and make recommendations for specific clients.
• Correctly prepare advanced corporate, individual, partnership, fiduciary, and other tax returns with little supervision. 
• Conduct preliminary review of tax returns prepared by others and provide preliminary feedback.
• Display high proficiency at tax and accounting research techniques.
• Possess a thorough knowledge of the reference resources available to the Firm and be able to find the best resource quickly.
• Project manages one or more client assignments simultaneously, ensuring overall success of each project.
• Identifies client’s needs/opportunities in order to sell/cross-sell products or services.
• Establishes work schedules through effective use of project management techniques.
• Shares and transfers knowledge within the team.
• Develops deeper knowledge and skills in technical field and starts to develop a specialization.
• Actively pursues self-development opportunities in line with the competency model.
• Builds and nurtures strong working relationships with client management and peer client levels.
• In consultation with the assignment manager organizes and controls multiple responsibilities and resources to achieve assignment objectives.
• Manages the implementation of solutions for clients.
• Advises and coaches team members, provides consistent recognition and encouragement to team members, and sets an example by demonstrating high energy levels and enthusiasm.
• Works as an effective team member to complete project components and assignment tasks.
• Successfully directs and maintains a motivated and empowered work team.
• Performs a detailed review of the team’s work to ensure quality, thoroughness and completion of assignment tasks within agreed time frames.
• Identifies opportunities to improve assignment profitability and identifies any risk management issues.
• Actively supports new initiatives.

Job Requirements:

• Accounting degree (or equivalent course work) and CPA license with a minimum of 5 years in public accounting and tax preparation.
• Hybrid work opportunity.
• Proficiency in pertinent IRC sections and regulations.
• Extensive Experience with Estate & Trust 
• Understanding of the rules, requirements, and code of conduct of the AICPA and other government agencies.
• High proficiency in Quickbooks, PCS, UltraTax, Sureprep, Word, EXCEL, and Outlook.  Able to solve technical issues and introduce new methods for improving technical output. 
• Expertise in standard concepts, practices, and procedures in the Accounting

Benefits:  We offer competitive benefits and compensation packages!  Benefits include (but not limited to) Safe Harbor 401k, Health/Dental/Vision/Life & ADD/LTD, Generous PTO along with CPE and Education Reimbursements.

Salary : $110,000 - $180,000