Trusts & Estates Tax Manager / Sr. Manager (cpa firm) - hybrid

CPA firm
  • Providence, RI
  • $125,000–$210,000 Per Year
  • Full-time
  • Employee
  • Quick Apply
2 days ago

Job Description

CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to  take full responsibility for directing multiple engagements.

Job Responsibilities

  • 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. 

Numbers & Facts

LocationProvidence, RI
Job TypeFull-time, Employee
Salary$125,000–$210,000 Per Year

Qualifications

  •  
  • 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 
  •  

Skills

  • Public Accounting
  • CPA
  • Trusts & Estates Tax
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Skills

  • Certified Public Accountant (CPA)unmatched
  • Estate Managementunmatched

About Company

Top 100 CPA firm 

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