$125,000–$195,000 Per Year
Trusts & Estates Tax, Certified Public Accountant (CPA), Estate Management
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- CPA certification
- Recent Public Accounting experience
- At least 5 years experience in the preparation and review of fiduciary income tax returns.
- Expert knowledge of the preparation of trusts, estate, gift tax returns and trust accounting.
- Management experience
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- Assume full responsibility for directing multiple engagements
- Review estate fiduciary income tax returns along with the decedent’s final individual tax return.
- Review trust fiduciary income tax returns and individual income tax returns assigned.
- Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes.
- Develop post mortem tax-saving strategies for the estate accounts.
- Provide oversight and direction to team of tax specialists in the delivery of tax services.
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Paid Time-Off, Prescription Drug Coverage, Life Insurance, 401K Match, Paid Sick Days, Professional Development, 401K, Medical, Dental, Vision
CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to take full responsibility for directing multiple engagements.