Trusts and Estate Tax Manager

swar • Phoenix, AZ

8d • Hybrid

About The Position

Our client in North Central Phoenix is looking for an experienced Trusts and Estates Tax Manager. This is a hybrid role (3 in office/2 wfh) with a base salary of $100,000 - $150,000 depending on experience.

Requirements

• 5+ years of specialized experience in trust and estate tax
• Bachelor's Degree in Accounting
• Self-motivated
• High ethical standards and integrity
• Client-focused mindset and ability to manage multiple priorities
• Work well in a team environment
• Excellent communication skills

Nice To Haves

• MST preferred
• CPA strongly preferred

Responsibilities

• Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
• Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
• Ensure compliance with legal and tax requirements for trust and estate entities
• Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
• Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines
• Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
• Proactive approach to process improvement and regulatory changes

What This Job Offers

• Job Type: Full-time
• Career Level: Manager