Job Details

Estate & Trust Tax Manager

Our staff enjoy flexible hours, summer Fridays, hybrid remote work arrangements and dress for your day attire!

Engagements for Estate & Trust Tax Managers include:

• Prepare and review complex estate gift tax and trust returns
• Lead estate and gift planning for high network clients
• Perform tax research
• Recognize in advance possible problem areas of an engagement
• Take responsibility for tax returns ensuring returns are being completed by the deadlines
• Further develop the skills necessary to build quality client relationships and loyalty
• Help train and supervise In-Charge Senior, Senior and Staff Accountants
• Motivate and assist staff in their professional development including appropriate delegation of work
• Assist the Principals and Partners wherever possible including billing of client work
• Monitor time budgets for large tax engagements
• Represent the Firm in professional and service organizations

The salary range for this position is $100,000 -$120,000 dependent on experience.

Benefits:

• Ability to advance within the firm
• Family Friendly Culture
• Competitive Salary and Benefits Package
• Flexible Work Schedules
• Hybrid Remote Work Arrangements
• Summer Fridays
• Average of 55 hours a week during tax season
• Dress for your Day
• Professional Development Plan for all accountants
• Mentor Program