Tax Manager - Estates​/Trust ( Hybrid

Job Description

Experience: Mid Level

Salary: $110,000 - $140,000 per year

Job Details

We are seeking a dynamic and experienced Tax Manager to join our team in the Accounting and Finance industry. This is a unique opportunity to lead a team and manage a book of business in a fast-paced, high-growth environment. The successful candidate will be responsible for overseeing all tax-related activities, including tax planning, compliance, and research. This position requires a deep understanding of tax laws and regulations, and the ability to apply this knowledge in a practical and strategic way.

The ideal candidate is a strategic thinker, a problem solver, and a leader who can effectively manage and mentor a team.

Responsibilities:

• Lead and manage the tax team to ensure the efficient and timely delivery of tax services to our clients.
• Oversee the preparation and review of tax returns for high net worth individuals, trusts, estates, and gifts.
• Manage and grow a book of business by developing and maintaining strong relationships with clients.
• Provide strategic tax planning and consulting services to clients, including advising on potential tax implications of business decisions.
• Conduct research on complex tax issues and provide clear and concise explanations and recommendations.
• Ensure compliance with federal, state, and local tax laws and regulations.
• Collaborate with other departments and team members to ensure the accuracy and completeness of financial statements and reports.
• Develop and implement tax strategies and policies that minimize tax liabilities and maximize tax savings.
• Stay abreast of changes in tax laws and regulations and ensure that the team is updated on these changes.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or a Certified Public Accountant (CPA) certification is highly preferred.
• A minimum of 7 years progressive experience in public accounting, with a focus on tax.
• Proven experience in managing a book of business and leading a team.
• In-depth knowledge of tax laws and regulations related to high net worth individuals, trusts, estates, and gifts.
• Strong analytical skills, with the ability to interpret and apply complex tax laws and regulations.
• Excellent leadership and team management skills, with the ability to mentor and develop team members.
• Exceptional client service skills, with the ability to build and maintain strong client relationships.
• Strong organizational skills, with the ability to manage multiple projects and meet deadlines.
• Excellent communication skills, with the ability to clearly explain complex tax issues to clients and team members.

Our client is a well-established accounting and advisory firm that has provided top-tier financial and consulting services to individuals and businesses for over 50 years. Recognized for their personalized client approach, they combine technical expertise with a deep understanding of industry trends to support their clients' evolving needs. They offer specialized services across areas such as tax consulting, estate planning, forensic accounting, and more.

With a commitment to excellence and community involvement, they strive to empower clients with insightful, strategic guidance tailored to foster growth and financial stability.

• 37.5 work week (compensation is based of 37.5 work week)
• Bonus based on performance
• 401(k) matching
• Competitive salary
• Dental insurance
• Flexible schedule
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Tuition assistance
• Vision insurance