Tax Senior

Tax Manager

We are looking for an experienced Tax Manager specialized in Trusts & Estates!

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

Requirements

• 5+ years of specialized experience in trust and estate tax
• Restaurant, Manufacturing, Real Estate investments & Construction client experience preferred
• Active CPA strongly preferred
• Public Accounting experience a plus

Benefits

• Hybrid Remote Schedule (3 days in office / 2 days from home)
• Medical
• Vision
• Dental
• 401k
• Bonus

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.