Senior Tax Manager - Public Accounting - Estate and Trust Tax

swar•Chandler, AZ

3d•Onsite

About The Position

Growing CPA firm with offices in Scottsdale and Chandler, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff. This role involves assisting with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting. The position also includes reviewing and signing tax returns, managing projects associated with individuals, partnerships, and S corporations, and providing tax planning and consulting to individuals and businesses. Additionally, the role involves tax planning and preparation of fiduciary income tax returns, researching and managing complex tax matters, supervising, training, and mentoring staff, acting as a technical resource, building and developing new business, maintaining and nurturing existing client relationships, developing and networking with referral sources, and consulting with clients to gather information, resolve problems, and recommend solutions.

Requirements

Bachelor’s degree in Accounting or Finance Required
10+ years of tax experience in public accounting.
Active CPA license.
Management experience in public accounting firm.
Ability to work as part of a client service team with staff, managers, and partners.
Self-starter with ability to multitask and complete assignments within deadline constraints.
Professionalism, dependability, integrity, trustworthiness, and cooperative attitude.
Excellent project management, analytical, interpersonal, oral and written communication skills.
Strong organizational skills and attention to detail.

Nice To Haves

Masters in Tax a plus

Responsibilities

Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting.
Review and sign tax returns, and manage projects associated with individuals, partnerships, and S corporations.
Provide tax planning and consulting to individuals and businesses.
Tax planning and preparation of fiduciary income tax returns.
Research and manage complex tax matters.
Supervise, train, and mentor staff, seniors, and supervisors.
Act as a technical resource and mentor.
Build and develop new business.
Maintain and nurture existing client relationships.
Develop and network with referral sources.
Consult with clients gathering information, resolving problems, and recommending solutions.