HCVT

Tax Manager – Trust, Estate, Gift Tax

HCVT

full-time

Posted on:

Location Type: Hybrid

Location: Monrovia • California • United States

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Salary

💰 $140,000 - $185,000 per year

Job Level

Senior

About the role

  • Providing tax compliance and advisory services to High Net Worth Individuals, including their closely related businesses, trusts, and exempt organizations
  • Work closely with clients and their other advisors to advise on income tax issues and related tax planning
  • Develop and maintain strong client relationships with client personnel and prospective clients
  • Ability to identify and propose resolutions to complex income tax issues.
  • Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning experience a plus
  • Excellent research skills and ability to research complex tax issues
  • Ensure quality of work product
  • Oversee planning and scheduling of engagements
  • Monitor work-flow
  • Coach/mentor individual team members
  • Provide formal and informal feedback

Requirements

  • Trust, estate, gift tax specialty is required
  • Has proven experience in leading and supervising a team
  • Demonstrated advanced project management skills
  • Strong technical aptitude and communication skills both written and verbal
  • Ability to work independently
  • Ability to multi-task, prioritize responsibilities, and take initiative on projects
  • Has high attention to detail
  • Has a positive attitude and a team player mentality with a can-do spirit
  • Microsoft Office skills must all be strong
  • Ability to utilize firm technology to enhance client service
  • Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required
  • 5+ years of experience depending on relevant work experience.
  • Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus
  • Licensed CPA and or a licensed attorney
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
individual income taxgift taxestate taxtrust taxationestate planningproject managementresearch skillstax compliancetax advisory
Soft Skills
client relationship managementproblem-solvingcoachingmentoringcommunication skillsattention to detailindependencemulti-taskingprioritizationpositive attitude
Certifications
CPAJ.D.LLM