Estate and Trust Tax Manager

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Requirements:

• Bachelor's Degree in Accounting, Finance, or a related field.
• 6+ years of applicable experience in tax.
• CPA, JD, or LLM is required.
• Specific estate and trust experience is mandatory.
• Experience in tax preparation and review, especially for gift, estate, trust, and estate income tax.
• Strong knowledge of Internal Revenue Code, tax laws, and processes.
• Solid track record of achievements and work quality.
• Strong computer skills and proficiency in Microsoft Office Suite.

Responsibilities:

• Assist clients with internal accounting and estate, gift, and trust needs.
• Perform advanced accounting and tax assignments while managing multiple projects.
• Oversee and review preparation of various tax returns (trust, estate, gift).
• Supervise less experienced staff and delegate responsibilities.
• Collaborate with other departments to accomplish projects and resolve client matters.