$100,000–$150,000 Per Year
Accounting, Certified Public Accountant (CPA), Communication Skills, Consulting, Customer Relations, Estate Management, Fiduciary, Finance, Income Tax, Maintain Compliance, Multitasking, People Management, Process Improvement, Regulations, Regulatory Compliance, State Tax, Tax Regulations, Tax Returns, Team Player, Time Management, Training/Teaching, Work From Home
Trusts And Estates Tax Manager
Our client in North Central Phoenix is looking for an experienced Trusts And Estates Tax Manager. This is a hybrid role (3 in office/2 wfh) with a base salary of $100,000 - $150,000 depending on experience. Responsibilities include:
- Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
- Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
- Ensure compliance with legal and tax requirements for trust and estate entities
- Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
- Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines
- Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
- Proactive approach to process improvement and regulatory changes
Background required:
- Bachelor's degree in Accounting or Finance
- 5+ years of specialized experience in trust and estate tax
- CPA strongly preferred
- Self-motivated
- High ethical standards and integrity
- Client-focused mindset and ability to manage multiple priorities
- Work well in a team environment
- Excellent communication skills