Remote Estate and Trust Tax Senior Manager

Summary

The Estate and Trust Tax Senior Manager is responsible for reviewing and approving tax returns, participating in client meetings and tax planning efforts, developing staff, and maintaining a complete knowledge of the firm's philosophy and general economic trends. The position requires a Bachelor's degree in accounting with a Master's degree in taxation preferred, 6-12 years of experience in public accounting, a current and valid CPA license, and proficiency in using relevant software programs.

Requirements

• Bachelor's degree in accounting required; Master's degree in taxation preferred
• 6-12 years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities
• A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements
• Must participate regularly in career development program to improve managerial, communication, and people skills

Responsibilities

• Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations
• Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary
• Delegates, manages, and performs tax research projects to achieve an accurate and efficient product
• Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients
• Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities
• Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements
• Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns
• Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters
• Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate
• Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities
• Prepares other reports and projects as requested from time to time by the partners
• Researches and evaluates tax preparation and tax research software for recommendation to partners
• Performs such other duties as may be assigned

Benefits

• Offers a 401(k) plan
• Provides paid individual medical
• Fosters flexibility and career development