Tax Manager, Trust and Estate

We are seeking a Tax Manager, Trust and Estate to join our team. Responsibilities include researching estate matters, preparing written deliverables, communicating with clients and engagement leaders, and performing estate tax calculations. The ideal candidate will have 5+ years of experience in tax and estate planning, a Bachelor's degree in Accounting or equivalent, and CPA certification.

Requirements

• 5+ years of experience working with individuals, fiduciary, estate and gift compliance
• CPA certification in the respective state in which they are practicing
• Bachelor's Degree in Accounting or equivalent combination of education and experience
• Knowledge and understanding of wealth transfer planning vehicles
• Experience and knowledge of comprehending trust agreement language
• Experience and knowledge of income tax and estate value impact of various trust vehicles

Benefits

• 8 health plan options (both HMO & PPO plans)
• Dental and vision coverage
• Opportunity to enroll in HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 401(k) savings plan & profit share
• Firm matching contribution
• Well-being incentive
• Education & certification assistance
• Flexible time off
• Family care leave
• Parental leave
• Family formation benefits
• Cell phone reimbursement
• Travel rewards