Trusts and Estate Tax Manager

Trusts And Estates Tax Manager

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

Bachelor'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