What are the responsibilities and job description for the Trusts and Estate Tax Manager position at Southwest Accounting Resources, Inc?
Our client in North Central Phoenix is looking for an experienced Trusts and Estates Tax Manager. This is a hybrid role (3 in office/2 wfh) with a base salary of $100,000 - $150,000 depending on experience.
Responsibilities:
Responsibilities:
- Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
- Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
- Ensure compliance with legal and tax requirements for trust and estate entities
- Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
- Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines
- Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
- Proactive approach to process improvement and regulatory changes
- 5 years of specialized experience in trust and estate tax
- Bachelor's Degree in Accounting, MST preferred
- CPA strongly preferred
- Self-motivated
- High ethical standards and integrity
- Client-focused mindset and ability to manage multiple priorities
- Work well in a team environment
- Excellent communication skills
Salary : $100,000 - $150,000
