Senior Tax Manager - Trust & Estate

This company is a multi-disciplinary firm that offers accounting, tax, and advisory services to privately held companies, family-owned businesses, not-for-profit organizations, and high-net-worth individuals. With over 60 years of experience, they provide industry-specific expertise, comprehensive service offerings, and client-centric results. As an IPA top 100 firm, they are seeking to expand their team by welcoming partially remote talent. They offer competitive pay and flexible working hours, with an average workload of 50-55 hours during the busy season.

Remote!
Generous paid time off and holidays
Discretionary bonus
Health and wellness initiatives and incentives
Medical, dental, vision, and life insurance (with coverage starting on the first day of the month following 30 days of employment)
Short- and long-term disability
Flexible spending accounts
Tuition reimbursement for advanced degrees
3% profit-sharing contribution
401(k) plans with matching contribution (up to 25% of the first 10% 401(k) plan match)
Summer Fridays: employees can leave work by 1:00 PM from Memorial Day Weekend to Labor Day
Firm-sponsored events
Annual salary increases, eligible every July
Promotions evaluated annually

JOB RESPONSIBILITIES:

Assume a leadership role within the Private Client Service / Estate and Trust division of the Firm.
Lead, oversee, and mentor members of the Private Client Service / Estate and Trust team.
Manage tax compliance and planning responsibilities across multiple states.
Foster a prominent presence within the Estate and Trust community.
Cultivate and maintain existing business relationships while establishing new connections.
Provide expert advice to clients on Estate and Trust matters.
Conduct extensive tax compliance, research, consulting, and planning for various areas, including individual, fiduciary, not-for-profit (private foundation), gift, and estate tax.

QUALIFICATIONS:

Possess a Bachelor's or Master's degree in Accounting or a related field.
Preferred qualifications include CPA certification, with MST certification as a plus.
A minimum of 7 to 10 years of experience in public accounting and/or professional services firms or law firms.

SKILLS AND KNOWLEDGE:

Demonstrated proficiency in devising gift and estate planning strategies for high-net-worth clients.
Substantial experience in managing estate tax, gift tax, and fiduciary income tax returns.
Solid understanding of fiduciary accounting principles.
Technical expertise in relevant subject matter areas.
Ability to seamlessly provide integrated services to clients.
Strong project management capabilities.
Exceptional written and oral communication skills.