What are the responsibilities and job description for the Tax Manager CPA Estate Trust position at The TemPositions Group of Companies?
Description
Our Client, a National CPA Firm, is adding a Tax Manager in their Private Client Group. The individual will work closely with partners and clients with tax compliance and planning.
Essential Duties
Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory services
Review individual, trust, estate, gift and foundation returns
Review estate and trust fiduciary accountings
Handle Federal and State tax notices and audits
Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
Manage all aspects of client accounts and foster client relationships
Review and analyze estate planning related legal documents
Business development including networking, public speaking and authoring Trust and Estate related articles
Manage other members of the group including monitoring their workload and training and assisting them
Stay current on new tax legislation
Qualifications
Bachelor's degree in Accounting from an accredited college/university required; Master’s in Taxation a plus
10 year’s progressive tax experience in public accounting required
Active CPA license or EA designation required
Extensive experience in Tax Advisory and Estate/Trust planning and compliance
Ability to establish and maintain good client relationships
Excellent verbal and written communication skills
Proficiency in Microsoft Office applications required
Experience with reviewing fiduciary, gift and estate tax returns
Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA
Experience With Research Software And Memo Writing Required
Must be able to work additional hours as needed to meet client deliverables
Must have access to a car/public transportation and be willing to travel locally to clients and/or other offices when required.
Hybrid commute and excellent Benefits and Culture.
Pay:$120,000.00 - $150,000.00
Our Client, a National CPA Firm, is adding a Tax Manager in their Private Client Group. The individual will work closely with partners and clients with tax compliance and planning.
Essential Duties
Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory services
Review individual, trust, estate, gift and foundation returns
Review estate and trust fiduciary accountings
Handle Federal and State tax notices and audits
Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
Manage all aspects of client accounts and foster client relationships
Review and analyze estate planning related legal documents
Business development including networking, public speaking and authoring Trust and Estate related articles
Manage other members of the group including monitoring their workload and training and assisting them
Stay current on new tax legislation
Qualifications
Bachelor's degree in Accounting from an accredited college/university required; Master’s in Taxation a plus
10 year’s progressive tax experience in public accounting required
Active CPA license or EA designation required
Extensive experience in Tax Advisory and Estate/Trust planning and compliance
Ability to establish and maintain good client relationships
Excellent verbal and written communication skills
Proficiency in Microsoft Office applications required
Experience with reviewing fiduciary, gift and estate tax returns
Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA
Experience With Research Software And Memo Writing Required
Must be able to work additional hours as needed to meet client deliverables
Must have access to a car/public transportation and be willing to travel locally to clients and/or other offices when required.
Hybrid commute and excellent Benefits and Culture.
Pay:$120,000.00 - $150,000.00
Salary : $120,000 - $150,000
