Tax Senior Manager - Estate and Trust
New
G
GRF CPAs & AdvisorsPublic Accounting
United StatesFull-TimeManager
Salary175,000 - 225,000 USD per year
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Job Details
- Experience
- 6-12 years
Requirements
- Bachelor's degree in accounting
- Master's degree in taxation preferred
- 6-12 years of experience in public accounting
- Progression in estate and gift tax return complexity and scope
- Minimum of forty hours of continuing education per year
- Current and valid CPA license
- Membership in good standing with the AICPA
- Proficiency in tax preparation software
- Proficiency in tax research software
- Proficiency in tax planning software
Responsibilities
- Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns.
- Assumes full responsibility for larger tax returns and delegates to staff.
- Delegates, manages, and performs tax research projects.
- Participates in client meetings and tax planning efforts including wealth transfer and charitable planning.
- Acts as a resource for training and development for audit and tax staff.
- Communicates important tax developments to firm personnel.
- Manages governmental tax examinations and represents clients before taxing authorities.
- Makes appropriate staffing assignments based on skills.
- Assists in recruiting, performance evaluations, and staff coaching.
- Maintains awareness of economic and political trends affecting business.
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