Tax Manager, Trust & Estate
About The Position
We are looking for a Tax Manager for our Trust and Estates team! Leveraging your expertise in trust and estates (706, 709, 1041) tax matters & client relations, you’ll manage a national client list, delivering superior service. As their trusted advisor, you’ll tackle complex tax issues, craft strategic solutions, and offer risk management guidance. Your forward-thinking mindset will enhance service delivery, ensuring innovation remains at the forefront. In this role, you’ll collaborate with members across ODC and work as a united team, maintaining a fun work environment! You’ll also have the opportunity to drive our team’s growth through mentorship and coaching, encouraging a culture of continuous improvement and professional development.
Requirements
- CPA or EA
- Bachelor's degree in accounting, finance, or related field
- 7+ years of public accounting experience
- Trust & Estate tax expertise
- Experience directly managing and interacting with clients through a variety of channels
- Strong interpersonal and communication skills
- Attention to detail
- Proficiency with tax preparation and accounting software
Nice To Haves
- Advanced knowledge of applicable accounting software: QuickBooks, CCH Axcess, Engagement, Thomson Reuters, or UltraTax
- Substantial knowledge of 706, 709, 1040, 1041, Partnerships, S-Corps, and 1099
- Experience in individual clients, high net worth individuals, trust & estates, state tax, and pensions
Responsibilities
- Manage client portfolio, consistently delivering high-quality service.
- Ensure accuracy and compliance with the preparation, review, and timely filing of all tax forms.
- Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
- Enhance efficiency across project initiatives.
- Contribute to team empowerment & professional development by providing mentorship and supportive guidance.
- Stay up to date with tax regulations, conduct diligent research, and provide consultation on intricate tax matters.
- Contribute to business development and departmental efficiency enhancements.
Benefits
- Unlimited PTO
- Medical, Dental, Vision, & Voluntary Insurance Options
- 401(k) Matching
- Discretionary Bonus
- 12 Paid Holidays
- Flexible Scheduling Options
- Innovative Workplan System
- $500 annual Vacation Incentive
- Firm-wide shutdown Dec 24 - Jan 1
- Commitment to Professional Development
- Equity Program Eligibility at Sr. Manager Level + top performing Managers
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What This Job Offers
Job Type
Full-time
Career Level
Manager
