Tax Manager, Trust & Estate

Ascend Partner Firms•Chapel Hill, NC

8d•Hybrid

About The Position

Blackman & Sloop is seeking a Tax Manager with specialized experience in the preparation and/or review of fiduciary tax returns. This position focuses primarily on trust, estate, gift and individual tax compliance and consulting for our high net-worth clients. As a Tax Manager, you will lead and manage all phases of client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform technical reviews of business and individual returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. A dedication to excellent client service and a sense of humor are a must!

Requirements

CPA or Enrolled Agent (EA)
8+ years of tax prep & review experience
Well-versed in individual, trust, estate, and gift returns
Excellent project management, analytical, interpersonal, and communication skills
Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
A strong desire toward career advancement and goal toward future firm ownership
Excellent work ethic and a sense of humor are a must!
Ability or interest in business development and expanding client relationships

Nice To Haves

Experience with CCH Axcess Tax and CCH Engagement
Experience leading teams

Responsibilities

Perform initial and/or final review of tax senior, tax staff and intern work products for individual, trust, estate and gift returns.
Act as primary client point of contact for the firm.
Identify opportunities for value added services for clients by staying abreast of their business needs.
Communicate staffing and workload issues to Resource Planning.
Review and confirm assignment objectives, scope, and work plan with client.
Resolve work product issues using firm resources.
Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
Coach and mentor staff to assist with enhancing their skills and further develop their career.
Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
Support the partner team in the development and planning of strategy, objectives, and budgets.
Prepare and/or review monthly client bills.
Anticipate, identify, and resolve complex tax-technical issues.
Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
Support business development efforts by nurturing existing relationships and helping to identify new client opportunities.