Tax Manager – Gifts, Estates, and Trusts

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct technical reviews and grant approvals for a diverse array of tax returns including gifts, estates, and trusts, along with related individual and investment partnerships.

• Provide expert advice and consultation to clients on wealth transfer approaches and estate and gift tax planning strategies that involve Irrevocable Trust structures such as GRATs and SLATs, as well as valuation discounts and GST planning to support multi-generational wealth and succession objectives.

• Investigate tax-related issues and changes in legislation, utilizing sound professional judgment to deliver client-centric tax solutions.

• Recognize and communicate tax and accounting challenges to staff, supervisors, managers, and partners, while engaging in training and development initiatives.

• Take ownership and responsibility for your own client portfolio, acting as a firm resource on specialized tax matters and inquiries.

• Cultivate and sustain excellent working relationships with all tiers of client staff to enhance internal value and fortify client relationships.

• Support business development and marketing initiatives for the firm.

• Actively engage in the firm's mentoring program.

• Additional responsibilities may be assigned as necessary.

⛳️ Requirements

• Bachelor’s Degree and a Master’s in Accounting/Taxation.

• A minimum of 7 years of recent, relevant experience in trust, estate, and gift tax.

• CPA/EA license required.

• Previous experience in public accounting tax.

• Proficient in tax software and MS Office Suite.

• Ability to deliver exceptional client service and foster trusted client relationships.

• Strong leadership qualities and personnel management capabilities.

🏝️ Benefits

• Competitive salary ranging from $130,000 to $170,000, including annual merit increases.

• Eligibility for an annual discretionary bonus.

• 35-hour workweek during non-busy seasons.