Trust & Estate Tax Manager

This is a fully remote position, open to applicants in Alaska, +14 more states.

📋 Description

• Assist with intricate tax matters related to trusts, estates, gifts, and high-net-worth individuals.

• Emphasize on review, planning, research, and client service.

• Collaborate closely with clients, partners, and team members to provide tax compliance, planning, consulting, and relationship management services.

• Act as a technical resource for designated client relationships with oversight and support from partners.

• Evaluate complex tax returns, investigate technical tax issues, support planning initiatives, and offer clear guidance to clients and internal teams.

⛳️ Requirements

• Over 5 years of recent public accounting experience with a specialization in trust and estate tax.

• Proficient in handling trust, estate, and gift tax issues.

• Capable of reviewing tax returns for high-net-worth individuals.

• Strong skills in research, writing, and communication.

• Ability to cultivate and maintain client relationships.

• Experience in supervising, mentoring, and developing team members.

• A valid CPA or JD is required.

🏝️ Benefits

• Extensive Health Benefits and Retirement Savings options.

• Coverage for medical, dental, and vision insurance.

• Life and disability insurance included.

• Health savings account with an annual company contribution of $1,500.

• Flexible spending accounts and benefits for dependent care.

• 401(k) plan featuring a 1.5% match and 5% annual discretionary profit sharing.

• Generous Paid Time Off policy.

• 5 weeks of vacation and sick leave combined into a Paid Time-Off bank.

• 10 paid holidays, including two floating holidays.

• 16 hours allocated for volunteer activities.

• A paid sabbatical of 6 weeks every 7 years.

• 6 weeks of paid parental leave offered.