Estate Planning Tax Manager

Aprio•Rockville, MD

2d•$98,500 - $160,000•Hybrid

About The Position

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Tax - Private Client Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Estate Planning Tax Manager to join their dynamic team. This position will involve meeting with clients to address their goals and objectives for family and business estate planning. Candidate will be required to prepare strategic estate plans and illustrations of the plan that can be presented to the client and clientâs attorney. This position will involve working closely with Aprio tax partners and associates to manage the estate planning process and client deliverables.

Requirements

Bachelor's degree in Accounting, Finance, or related specialty
Masters degree in Taxation or JD, required
Attorney candidates must be licensed in state of NY, but can work remotely
5+ years of recent experience working in a public accounting firm, law firm, or financial services firm.
Experience in 1041s, 709s, 706s and summarizing complex trust and estate documents
Exceptional verbal and written communication skills
Computer expertise including knowledge of tax software and technology

Responsibilities

Provide exceptional client service
Develop and implement strategies to reduce clientsâ estate tax exposure
Listen to clients and assist them in designing estate plan that captures their intentions
Prepare or review estate and trust income tax returns, gift and estate tax returns
Work closely with clients to provide tax planning, consulting and compliance services
Manage, develop, train, and mentor staff
Work with partners on delivering innovative tax planning strategies

Benefits

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave â coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options