In-House
Lenexa, KS
Attorney in Lenexa, KS
Non-practicing Attorney
Min 10 yrs required
No
Job Title: Senior Manager - Trust & Estates
Location: United States
Department: Next Gen
Category: Accounting
Req ID: 2475
The Company:
- Leading food and ag advisory and accounting firm
- Committed to innovation, growth, and exceptional client service
Values:
- Collaboration: Share experiences, create growth, and innovate together
- Exploration: Be tenacious and curious, discover possibilities and create solutions
- Initiative: Act with intention and agility, always eager to capitalize on opportunities and lead change
Job Description:
- Highly technical practitioner to focus on compliance for high net-worth clients
- Preparation and final review of Forms 706, 709, and 1041
- Engage in meaningful work that directly impacts clients
- Fast-paced, high volume practice area with strict deadlines and high standards of accuracy and legality
- Manage multiple projects and prioritize tasks effectively
- Collaborate with clients and leaders across the firm
- Serve diverse group of business owners in various industries
Requirements:
- 10+ years of experience in gift, trust, and estate tax compliance
- Experience preparing, reviewing, and handling audits of Form 706 and Form 1041
- Ability to navigate financial statements, tax returns, and legal documents
- Demonstrated success in building and managing professional relationships
- Exceptional organizational and communication skills
- Curiosity and technical skills to provide solutions
- Proficiency with Microsoft Office
- Ability to travel (less than 10% annually)
- Bonus skills: estate planning, navigating IRS audits, CCH Engagement and CCH Axcess, CPA or JD license
Benefits:
- Remote, hybrid, or in-office work environment
- Path to Principal/Owner for those who pursue it
- People-centered culture with fun included among core firm values
- Excellent pay, flexibility, and benefits including health, dental, vision, life and disability insurance, 401k/profit sharing, holidays, flexible work arrangements, and paid leave
Compensation:
- Range: $125,000 to $200,000
- Factors considered: experience, skills, certifications/licenses, geographic location
Remote Eligibility:
- US - Remote Eligible
- Occasional work at a **Members Only** office or attendance at offsites may be required
- Must live in a state where **Members Only** has a registered entity and is actively hiring
Colorado Residents:
- Age-identifying information may be redacted or removed in submitted materials
- Date of availability for full-time work is required for intern applicants
Equal Opportunity Employer:
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law
Attest services provided by KCoe Isom, LLP, a licensed CPA firm
SEO Friendly Job Title: Senior Manager - Trust & Estates
H1 Heading: Join Our Team as a Senior Manager in Trust & Estates Compliance
H2 Heading: Navigate the Complex World of Trusts, Gifts, and Estates with **Members Only**
Bold Headlines:
- Seeking Experienced Practitioner for Next Gen Trust & Estates Team
- Drive Compliance and Navigate Complex Projects for High Net-Worth Clients
- Join a People-Centered Culture Committed to Innovation and Growth
- Excellent Pay, Flexibility, and Benefits for Remote Eligible Position
May 15, 2025
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Mar 26, 2025
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