Tax Manager - Estate & Gift
About The Position
Grossberg Company LLP, a Washington DC mid-size CPA firm with over 100 years of experience, is seeking a Tax Manager to join its Estates & Gifts Team in North Bethesda, Maryland. This role focuses on providing tax planning and compliance services to high-net-worth individuals and closely held businesses. The Tax Manager will serve as a firm resource on estate, gift, and trust matters, working with clients, staff, and other professionals to analyze financial implications and engage with the estate planning community on tax issues. Responsibilities include managing and reviewing the preparation of estate and gift tax returns, mentoring staff, and developing client relationships.
Requirements
- BS/BA degree in Accounting or related field.
- CPA is required.
- 8+ years of public accounting experience
- Proficiency in technical writing and research.
- Must be detail oriented.
- Ability to communicate with all levels of staff.
- Desire to work in a team environment.
- Ability to work quickly and independently in a busy and demanding environment.
Nice To Haves
- Strong preference for candidates with experience in Estate & Gift taxation.
Responsibilities
- Serve as a firm resource on planning and compliance matters related to gifts, estates and trusts.
- Works with clients, staff and other professionals to identify and review the economic and financial implications of transactions from a tax perspective related to gifts, estates and trusts.
- Engage with other professionals in the estate planning community on current and emerging tax issues related to gifts, estates and trusts.
- Manage and review the preparation of the firm’s estate and gift tax returns, and championing best practices in the field, often acting as a change agent in the firm.
- Support, supervise and mentor staff, assisting with technical development within a positive team environment.
- Develop, maintain and grow client relationships through professionalism, responsiveness and superior client service.
Benefits
- competitive compensation package including salary and performance-based bonuses
- training and opportunities for advancement
- medical, dental, disability insurance
- life insurance
- 401(k) retirement program including profit sharing
- paid holidays and vacation
- flex-time policy
- company sponsored gym membership
- free on-site parking
- casual attire dress in the office
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What This Job Offers
Job Type
Full-time
Career Level
Manager
