Remote Estate and Trust Tax Manager

Summary

Join our Estate and Trust Tax team as a talented Tax Manager to assist clients with internal accounting and estate, gift, and trust needs by performing advanced accounting and tax assignments.

Requirements

• Bachelor's Degree in Accounting, Finance, or related field
• 6+ years of applicable experience
• CPA, JD, or LLM
• Specific estate and trust experience
• Tax preparation and review experience (specifically with gift, estate, and trust and estate income tax)
• Solid track record of career achievements and work quality

Responsibilities

• Working knowledge of the preparation of trust and estate income tax returns
• Working knowledge of the preparation of gift tax returns
• Working knowledge of the preparation of estate tax returns
• Review trust accounting
• Review trust and estate income tax returns
• Review gift tax returns
• Review estate tax returns
• Oversee the drafting of estate plans
• Oversee probate and estate administration
• Oversee the filing of probate documents with the court
• Oversee light real-estate administration
• Oversee the complete process of managing all tasks regarding client work
• Anticipate, detect, and correct inaccuracies, conflicts, or other issues within projects
• Research technical issues
• Initiate and manage client communication with staff or Partner
• Collaborate cross-departmentally to gather information and resolve client matters

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home