Tax Manager – Estates and Trust

Meriwether, Wilson and Company, PLLC is an Iowa based firm with offices in West Des Moines and Perry. Meriwether, Wilson and Company, PLLC is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. We have proudly served a wide range of clients throughout the Midwest for more than seventy years.

We are seeking a highly experienced and motivated Tax Manager with a specialization in estate and trust work. The ideal candidate will have at least five years of experience in a public accounting firm or law firm environment, with a strong background in managing complex estate and trust tax matters. This position requires excellent technical skills, leadership abilities, and a commitment to providing top-tier client service.

• Manage estate and trust engagements by overseeing the preparation and review of federal and state returns for estates, trusts and high-net-worth individuals.
• Delivering a full range of tax services in compliance with laws and regulations
• Building relationships and interacting with clients to provide excellent planning, consulting and expertise
• Prepare and review returns of all filing structures.
• Providing tax planning strategies to maximize client benefits
• Consulting with business clients to aid in their profitability and growth
• Oversee staff, assess their performance, and provide feedback
• Improve processes by developing or implementing best practices
• Manage and coordinate audits and correspondences with taxing agencies

• Proven work experience as a tax manager
• Excellent knowledge of tax law, accounting principles, and all types of tax returns
• Knowledge of CCH Pro System’s Axcess tax software is preferred
• Ability to maintain and develop client relationships through planning and communication
• Drive to grow professionally and with the firm
• Strong leadership and personnel management skills
• Communication and Leadership skills to train and lead staff
• BA in Accounting or MA in Taxation, hold an active CPA license and have 5+ years of experience in public accounting tax work

• Small-Medium size firm gives daily access to partners and their knowledge base
• Managers are key to our success and your voice and opinions will be used to help shape firm strategy, culture and future
• With a wide-ranging client base of different structures and industries each day provides something new
• Cloud based software allows for flexible schedule and ability to work remotely when schedule dictates
• Low turnover allows for relationships with colleagues beyond work
• Steady workflow year-round eliminate need for dreaded 60+ hours during busy season
• Competitive Salary and Benefits

Meriwether, Wilson and Company, PLLC is an Equal Opportunity Employer