Trust & Estate Tax Manager
Aldrich
full-time
Posted on:
Location Type: Remote
Location: Alaska • Arizona • United States
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Salary
💰 $125,000 - $155,000 per year
About the role
- Performs detail tax review of all Trust, Estate and Gift tax returns and governmental tax examinations of any complexity
- Works directly with clients on follow-up items from meeting or initiates follow through on new initiatives with clients
- Delegates and manages Trust, Estate and Gift tax research projects to achieve an accurate and efficient product
- Performs tax preparation for more complex Trust, Estate and Gift tax returns
- Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
- Manages risk and financial performance of engagements including billings, collections and project budgets
Requirements
- 5+ years recent experience in public accounting with a Trust and Estate tax focus
- Excellent research and writing skills
- Licensed CPA or JD required
- Ability to build and retain client relationships
Benefits
- Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
- Retirement Savings: 401(k) plan with 1.5 % match and discretionary 5% profit sharing
- Time Off: 5 weeks of vacation and sick leave, 10 Paid Holidays
- 16 Hours of Volunteer Time
- Paid Sabbaticals and Paid Parental Leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax reviewtax preparationTrust taxEstate taxGift taxtax research
Soft Skills
client relationship buildingmentoringdelegationperformance feedbackrisk management
Certifications
CPAJD