Senior Manager, Tax - High Net Worth

Senior Manager, Tax – High Net Worth

At Carr, Riggs & Ingram, your career path is just that—yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI can help you reinvent your career path and shape your future.

We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #Everybody Counts.

• Preparation and initial review of 1041 trust and estate income tax returns
• Preparation of fiduciary accountings, knowledge of state statutes & familiarity with documents as it applies to fiduciary accounting
• Analyze tax issues and come to conclusions
• Perform diversified accounting and tax assignments under the direction of a senior manager or partner
• Demonstrate competency in technical skills, work quality and application of professional and firm standards
• Meet time constraints and client deadlines
• Participate in firm training courses to further develop technical skills; ability to train others
• Provide excellent client service by producing quality work, quick turnaround and attentive service
• Ability to develop and maintain client and referral relationships

• Must have fiduciary experience; law firm or trust department experience will be considered
• 8+ years experience in preparation and review of 1041, 706 and 709 returns, high net worth 1040 preparation and planning affecting estate and gift tax returns
• Trust department or accounting firm family private office fiduciary tax and/or administration experience would be considered
• Experience with preparation and review GST issues associated with 706, 709, 706-GS (D) and 706 GS (T) filings
• In addition to CPA, the following designations are strongly preferred: EA, CFTA, CFP, PFS, and PFP

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CRI will not sponsor applicants for U.S. work visa status for this position or future positions. (No sponsorship is available for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment‑based visa).

CRI offers a generous benefits package that includes 21 PTO days, 9 paid holidays, company‑paid long‑term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short‑term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.