Tax Manager

Job Description

• Be a leader within the Private Client Service / Estate and Trust practice of the Firm
• Develop, supervise and mentor members of the Private Client Service / Estate and Trust team
• Coordinating tax compliance and planning responsibilities for our multistate environment
• Maintaining visibility in the Estate and Trust community
• Maintaining existing business relationships and cultivating new ones
• Maintaining relationships with and advise clients in Estate and Trust matters
• Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax

Requirements:

• Bachelor’s or Master’s degree in Accounting or related field required
• CPA or EA, preferably
• MST, a plus
• Minimum 7 to 10 years of experience with a public accounting and/or professional services firm or law firm

Skills/Knowledge:

• Significant experience providing gift and estate planning strategies to high-net-worth clients
• Significant experience in working with estate tax, gift tax and fiduciary income tax returns;
• Knowledge of fiduciary accounting concepts
• Technical expertise in relevant areas
• Ability to provide seamless, integrated services to clients
• Strong project management skills
• Excellent written and verbal communication skills

Comprehensive Benefits Package includes:

• Generous Paid Time Off and Holidays
• Paid Volunteer Day
• Health and Wellness Initiatives and Incentives
• Medical, Dental, Vision and Life Insurance
• Short- and Long-Term Disability
• Flexible Spending Accounts
• Tuition Reimbursement for Advanced Degrees
• Summer Fridays
• Employee Referral Bonus
• Firm-Sponsored Events and much more!

Job Type: Full-time

Salary: $150,000.00 - $180,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 6 years
• 7 years
• 8 years
• 9 years

Schedule:

• Monday to Friday

Work Location: Remote