Tax Manager - Estates and Trust

Meriwether, Wilson

Des Moines, IA

JOB DETAILS
SKILLS
Accounting, Accounting Standards and Regulations, Certified Public Accountant (CPA), Consulting, Customer Relations, Customer Service Management, Develop and Maintain Customers, Estate Management, High Net Worth, Leadership, Legal, People Management, Performance Analysis, Professional Services, Profit & Loss, Public Accounting, Regulatory Compliance, Sales Management, Schedule Development, Strategic Planning, Tax Accounting, Tax Planning, Tax Regulations, Tax Software, Training/Teaching, Work From Home
LOCATION
Des Moines, IA
POSTED
1 day ago

Meriwether, Wilson and Company, PLLC is an Iowa based firm with offices in West Des Moines and Perry. Meriwether, Wilson and Company, PLLC is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. We have proudly served a wide range of clients throughout the Midwest for more than seventy years.We are seeking a highly experienced and motivated Tax Manager with a specialization in estate and trust work. The ideal candidate will have at least five years of experience in a public accounting firm or law firm environment, with a strong background in managing complex estate and trust tax matters. This position requires excellent technical skills, leadership abilities, and a commitment to providing top-tier client service.Tax Manager responsibilities would include: Manage estate and trust engagements by overseeing the preparation and review of federal and state returns for estates, trusts and high-net-worth individuals.Delivering a full range of tax services in compliance with laws and regulationsBuilding relationships and interacting with clients to provide excellent planning, consulting and expertisePrepare and review returns of all filing structures.Providing tax planning strategies to maximize client benefitsConsulting with business clients to aid in their profitability and growthOversee staff, assess their performance, and provide feedbackImprove processes by developing or implementing best practicesManage and coordinate audits and correspondences with taxing agenciesQualifications for this position would be: Proven work experience as a tax managerExcellent knowledge of tax law, accounting principles, and all types of tax returnsKnowledge of CCH ProSystem's Axcess tax software is preferredAbility to maintain and develop client relationships through planning and communicationDrive to grow professionally and with the firmStrong leadership and personnel management skillsCommunication and Leadership skills to train and lead staffBA in Accounting or MA in Taxation, hold an active CPA license and have 5+ years of experience in public accounting tax workWhy Meriwether Small-Medium size firm gives daily access to partners and their knowledge baseManagers are key to our success and your voice and opinions will be used to help shape firm strategy, culture and futureWith a wide-ranging client base of different structures and industries each day provides something newCloud based software allows for flexible schedule and ability to work remotely when schedule dictatesLow turnover allows for relationships with colleagues beyond workSteady workflow year-round eliminate need for dreaded 60+ hours during busy seasonCompetitive Salary and BenefitsMeriwether, Wilson and Company, PLLC is an Equal Opportunity Employer#J-18808-Ljbffr

About the Company

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Meriwether, Wilson