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Tax - General Attorney / Trusts and Estates Attorney in Westerville, OH

BLUE & CO., LLC. Jun 06,2019 Nov 20,2018 Location Westerville OH
This job is expired...

In-House

Attorney

Tax - General

Trusts and Estates

Min 4 yrs required

Profile

Senior Manager Tax - Estates, Gifts, Trusts The candidate will be a key business advisor to high net worth clients and their respective business interests. As a manager, will lead our team in a variety of areas including technical expertise, staff development, client services and business development activities. Consult with high net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Conduct research using Thomson Reuters Checkpoint, BN and CCH tax research programs. Review partnership, LLC, S Corporation, 1040, 1041, and estate tax returns. Lead proactive growth for Blue internally and externally. Work with internal leaders, managers; expand existing client relationships by understanding unique client needs, our various service lines, and actively advising, assessing, and presenting ways that the firm can serve our clients. Internally will lead awareness of services. Mentor and be responsible for the professional growth and development of talented professionals and the overall growth of the practice. Develop strong working relationships and interface with directors, managers, and key leaders across the firm. Drive proactive growth of niche through internal education firmwide, assessing opportunities with clients and prospects, and lead joint meetings with clients and centers of influence.

Qualification and Experience

The candidate should have CPA and/or JD. Should have 10+ years of tax experience with a public accounting or law firm; 5+ years of experience with trust/estate tax, gift tax, and benefits taxation. Must have proven financial, analytical, technical and interpersonal skills. Should have experience consulting and reporting on benefits. Must have entrepreneurial mindset focused on creative solutions; demonstrated business development skills; motivated to grow in position and leadership role within firm. Should have exceptional verbal and written communication skills. Experience with CCH ProSystem FX Engagement and CCH ProSystem Tax preferred. Should have excellent interpersonal skills, attention to detail and strong organizational skills. Experience working within a paperless accounting environment is required.

Additional info

Position Id EB-1945905506

Company info