Tax Manager - Estate, Gift & Trust

Rehmann • Troy, MI

18d

About The Position

Your Passion. Your Purpose. If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: https://www.rehmann.com/careers/ Job Description: As part of our estate, gift, and trust team, you will be an integral part of making the often overwhelming process of estate planning and compliance easier to navigate. We impact our clients through: Review of their current estate plans to identify estate tax exposure based on current law and potential gaps in liquidity Preparation and review of fiduciary, gift, and estate tax returns Planning opportunities to help mitigate estate tax and maximize wealth transfer to the next generation. Monitoring and navigating legislative changes From estate, gift, and tax compliance to estate planning for the most complex estates, our advisors provide clients with solutions that help them navigate through complex and ever- changing tax laws and life events.

Requirements

• 6+ years of relevant individual, estate, gift and fiduciary tax experience
• CPA, MST, LLM and/or JD
• Outstanding client service and communication skills
• Desire to develop unique business solutions in a team-based environment
• Passion for coaching others to higher levels of performance
• Enthusiasm for recognizing and rewarding great work by those around you
• Commitment to continuous learning and development
• Out-of-the box thinking and an entrepreneurial spirit
• A new perspective and new ideas allowing us to continuously improve
• Unwavering integrity in all situations

Responsibilities

• Building relationships internally to foster a culture of teamwork and collaboration
• Providing a “wow” experience to every client
• Contributing to the success of our clients’ legacy and overall estate planning
• Managing the preparation of a broad range of individual, fiduciary, gift and estate tax returns
• Conducting tax research to develop solutions for our clients’ complex and/or unique situations
• Providing direction and new challenges to associates on your team
• Teaching and developing associates allowing them to reach their goals
• Mentoring associates as they navigate their career paths
• Participating in activities to grow the firm and generate business with new clients
• Identifying opportunities to introduce other Rehmann specialists to existing clients
• Making a difference in the communities where you live and work

Benefits

• We Put People First in all that we do.
• Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals.
• This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.
• When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Ph.D. or professional degree