HYBRID - Tax Manager - Estate & Gift

Grossberg Company LLP•North Bethesda, MD

1d•Hybrid

About The Position

Grossberg Company LLP, a mid-size CPA firm in Washington DC with over 100 years of experience, is seeking a Tax Manager to join its Estates & Gifts Team in North Bethesda, Maryland. The firm specializes in services to the real estate industry and is known for its client satisfaction, professional staff, and commitment to training. The Tax Manager will focus on providing tax planning and compliance services to high-net-worth individuals and closely held businesses, with responsibilities including serving as a firm resource on estate and gift tax matters, collaborating with clients and professionals, managing tax return preparation, and mentoring staff. The role emphasizes developing and maintaining client relationships through excellent service.

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.