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Tax Manager/Senior Manager - Estate and Trust

Posted: 06/01/2021

Tax Manager/Senior Manager - Estate and Trust

Are you looking to become part of a firm that provides the advantages of a smaller, more personable work environment, while offering the complexity of work of a larger firm? Are you interested in using your expertise in the trust and estate specialty, while still gaining experience with traditional tax clients? Is maintaining a healthy work-life balance a priority for you?
 

The role will primarily be working on estate, gift, and trust clients as well as overall tax client work.

  • Lead multiple tax engagements to deliver quality tax preparation, research, planning and consulting services for a variety of clients
  • Review and prepare estate, gift, and fiduciary income tax returns
  • Perform Power of Attorney responsibilities for clients and follow-up with government authorities as required
  • Perform estate research & tax analysis and document findings/conclusions
  • Keep up to date on current tax practices and changes in tax law
  • Supervise, delegate, and develop estate/trust team
  • Provide exceptional client service as well as develop trusted client relationships
  • Generate new business and cross selling leads with existing clients
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Chamber Trustees