Support PDF,DOC,DOCX,TXT,XLS,WPD,HTM,HTML fils up to 5MB
Years of Experience
Date Last Verified
Tax Manager - Trust and Estates The candidate will provide high level personal financial and estate planning services. Will review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance feedback to those supervised. Conduct internal training courses or seminars on technical subjects. An undergraduate or graduate degree in Accounting is required. Master's degree in Accounting or Taxation or Law is desired. CPA licensure or JD degree is required. Recent public accounting experience is required. Tax Advisory and Estate Planning experiences is required. Should have 7+ years experience in dealing with high net worth clients required. Must have 3+ years of managerial experience. Proficiency in Microsoft Office applications is required. Exposure to Tax preparation and research software required, specifically Go Systems, CCH, BNA, ProFx is desired.
Company infoHiring Coordinator