Summary
The Estate and Trust Tax Senior Manager is responsible for reviewing and approving tax returns, participating in client meetings and tax planning efforts, developing staff, and maintaining a complete knowledge of the firm's philosophy and general economic trends. The position requires a Bachelor's degree in accounting with a Master's degree in taxation preferred, 6-12 years of experience in public accounting, a current and valid CPA license, and proficiency in using relevant software programs.
Requirements
- Bachelor's degree in accounting required; Master's degree in taxation preferred
- 6-12 years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities
- A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements
- Must participate regularly in career development program to improve managerial, communication, and people skills
Responsibilities
- Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations
- Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary
- Delegates, manages, and performs tax research projects to achieve an accurate and efficient product
- Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients
- Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions
- Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients
- Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities
- Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements
- Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs
- Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns
- Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters
- Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate
- Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities
- Prepares other reports and projects as requested from time to time by the partners
- Researches and evaluates tax preparation and tax research software for recommendation to partners
- Performs such other duties as may be assigned
Benefits
- Offers a 401(k) plan
- Provides paid individual medical
- Fosters flexibility and career development
