Trusts and Estate Tax Manager
Retail OptionsPhoenix, AZjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionBachelor's degree in Accounting or Finance 5+ years of specialized experience in trust and estate tax CPA strongly preferred Self-motivated High ethical standards and integrity Client-focused mindset and ability to manage multiple priorities Work well in a team environment Excellent communication skills
Our client in North Central Phoenix is looking for an experienced Trusts and Estates Tax Manager. This is a hybrid role (3 in office / 2 wfh) with a base salary of $100,000 - $150,000 depending on experience.
Responsibilities :
- Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
- Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
- Ensure compliance with legal and tax requirements for trust and estate entities
- Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
- Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines
- Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
- Proactive approach to process improvement and regulatory changes
Background required :
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Tax Manager • Phoenix, AZ