Remote Senior Tax Manager (Estates & Trusts)

Calling all Senior Tax Managers (Estates & Trusts)This Jobot Job is hosted by: Dan MillerAre you a fit? Easy Apply now by clicking the ''Apply Now'' button and sending us your resume.Salary: $200,000 - $280,000 per yearA bit about us:With over 40 years of experience in providing our clients with more than just a tax strategy or compliance report. We use our professional and personal skills to improve the lives of our families, communities, clients and colleagues. Offering comprehensive assurance, tax and consulting services, our Firm has a regional focus with global expertise.We''re actively seeking a bright, energetic Senior Manager to assist in the delivery of outstanding service to our clientele. We are looking for a motivated management team member to join our dynamic and growing Tax practice.This role will require technical expertise in accounting and tax related matters, as well as creativity, adaptability, thoughtfulness, and a dedication and passion for client service and teamwork.If you are a Tax Manager with venture capital experience, then please read on....Why join us? Competitive Base Salary! Extremely Competitive Benefits Package! Tuition Reimbursement! Profit Sharing! Relocation Assistance!Job DetailsResponsibilities:Technical and Professional CompetenceMust display technical tax accounting knowledge in the areas of Estate, Gift & TrustValuation experience as well as financial planning expertiseDemonstrate the ability to create state of the art solutions for difficult problemsProven ability to mentor and inspire others to best maximize each team member''s talentsAnalytical mindset, with the ability to quickly identify and resolve complex issuesPersonal Development:Strong commitment to developing technical and industry knowledge through personal reading, research, coursework, etc.Quality Management:Strong ability to absorb, understand, maintain and improve upon quality control procedures as they move through client engagements;Identify and resolve systemic operating bottlenecks or weaknesses to better firm processes.Practice Development:Senior Managers identify ways in which we can bring increased value to our existing clients and can appropriately convert such opportunities into additional projects for the firm. Systematically develop and maintain relationships in the business community to generate new leads and referrals.Performance Management:Senior Managers actively participate in recruiting and staffing events and decisionsActively participate in the development, preparation and delivery of ongoing internal trainingProvide strong mentorship to our up and coming team membersQualifications:Minimum of 8-10 years of public accounting experience preparing/reviewing tax returns for High Net Worth individuals, Partnerships, Trusts and EstatesBachelor''s Degree in Accounting or Master''s Degree in Accounting or TaxCPA licensure requiredSeries 7, CFP or similar designations desiredDirect experience in assisting in the design and implementation of estate plans involving but not limited to:Intentionally Defective Grantor Trusts (IDGT)Family Limited Partnerships (FLP)Grantor Retained Annuity Trusts (GRAT)Qualified Personal Residence Trusts (QPRT)Charitable Remainder Trusts (CRAT & CRUT)Strong relevant tax technical knowledgeStrong analytical, research and critical thinking skills as well as decision-making skillsExcellent verbal and written communication skillsHighly organized with excellent time management skillsMeticulous attention to detailStrong people management and mentoring skillsClear verbal and written communication is requiredInterested in hearing more? Easy Apply now by clicking the ''Apply Now'' button.

Created: 2021-11-29