Senior Tax Manager- Trust & Estate
Stockman Kast Ryan + CompanyDenver, CO, US23 days ago
Job type
- Full-time
Job description8+ years of tax and wealth planning expereince in public accounting / professional services firm specifically with high-net-worth clients. 5+ years of management / supervisory experience required. Prior experience managing a large client book of business. CPA license or JD / LLM in Taxation. Bachelor's degree required; Master's in taxation preferred. Prepare or review a diverse variety of complex returns for our high-net-worth clients and their personal holdings, which includes personal, partnership, corporate, trust, estate, foundation, and gift tax returns, with related tax work papers. Consult with our estate / gift tax subject matter experts to develop income and estate / gift tax planning strategies for our clients. Maintain current in-depth knowledge of and be able to read and interpret estate planning documents such as trusts and wills and be able to recommend planning ideas to our clients. Review complex Federal estate and gift tax returns, complex trust income tax returns, and estate income tax returns. Lead the intake of new estates, assist the client with estate administration issues, help them gather needed information, oversee return preparation, tax calculations / payments, and assist attorneys with estate asset inventories, and numerous other requests. Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all policies & standards. Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis. Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients current and future taxes. Applies the combination of tax knowledge and knowledge of business / industry to recommend solutions while maximizing client benefits, especially by decreasing client taxes, and also managing risk. Train and mentor managers / seniors / associates on specialization areas, research skills, and helps to appropriately frame tax issues for analysis. Schedules and manages the workload of associates and senior associates. Consistently make suggestions as to how work products, approaches, and / or processes can be improved. Performs other duties as assigned. Superior verbal and written communication skills. Ability to effectively delegate work as needed. Strong analytical, research, and critical thinking skills as well as decision-making skills. Capacity to work well in a team environment as well as independently. Capable of developing and leading a team of professionals. Ability to compose written tax advice. Capable of effectively developing and maintaining client relationships. Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients. Proficient in Microsoft Excel, Word, Outlook, and Adobe Acrobat.
SENIOR TAX MANAGER- TRUST & ESTATE
Location : Denver, CO
Compensation : $135,000-$158,750
Who We Are :
Stockman Kast Ryan + Co is now Sorren! We may have a new name but were still committed to the communities that helped us grow. What started as conversations between like-minded leaders is now a national firm grounded in shared values, local relationships, and a bold vision for the future of the profession.
What We Offer :
- PTO : 5 weeks accrued per year for full-time employees
- 6 paid holidays and a holiday break from December 24th-January 1st
- 401(k) Plan, 4% match
- Medical insurance, Dental insurance, Vision insurance
- Company-paid events (Happy Hours, Employee Appreciation week, Friends + Family Event, and many more!)
- Robust training program
- plus, many more perks and benefits
What We're Looking For :
What You'll Be Doing :
As a Senior Tax Manager- Trust & Estate, you will manage high-net-worth client engagements, from tax planning through the review of a variety of tax returns, as well as coach and supervise other tax professionals. You will have the opportunity to serve as the primary client contact for a variety of engagements. You may also represent the firm through community involvement and events.
Duties & Responsibilities :
Competencies :
Create a job alert for this search
Tax Senior Manager • Denver, CO, US
Related jobs
In this dynamic role, you will lead a talented team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within the Financial Service...Show moreLast updated: 30+ days ago
Mid-sized firm is looking for a Senior Tax Manager to join their growing team!.This Jobot Job is hosted by : Sydney Weaver.
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sendin...Show moreLast updated: 4 days ago
EchoStar is reimagining the future of connectivity.Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans an...Show moreLast updated: 7 days ago
We help clients succeed by unlocking new value through expertise, trust and scale.We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, hig...Show moreLast updated: 30+ days ago
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms.Enjoy a collaborative, future-forward culture that empowers your success.
Work with KPMG's extensive ne...Show moreLast updated: 7 days ago
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.
New York, London, San Francisco, L...Show moreLast updated: 30+ days ago
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a s...Show moreLast updated: 30+ days ago
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a s...Show moreLast updated: 30+ days ago
Tax Manager / Senior Tax Manager – Denver, CO (Hybrid).HNW, Trusts & Estates, Family Wealth.Join a well-established, Denver-based public accounting firm with over 50 years of legacy &mdas...Show moreLast updated: 1 day ago
The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and ...Show moreLast updated: 30+ days ago
SENIOR TAX MANAGER- TRUST & ESTATE .Stockman Kast Ryan + Co is now Sorren! We may have a new name but were still committed to the communities that helped us grow.What started as conv...Show moreLast updated: 30+ days ago
At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress.Our culture focuses on collaboration to achieve career growth.
Innovation is highly encouraged, which i...Show moreLast updated: 30+ days ago
Trusts & Estates Attorney | Build a Meaningful Career with a Respected Firm.A highly regarded firm is looking for a skilled attorney with .
This is more than just a job—it’s a c...Show moreLast updated: 30+ days ago
This Position is located in Denver, Colorado, and will require a residence within commutable distance.Senior Tax Manager with Partner / Equity Shareholder Track.
In-office is preferred, but we are ope...Show moreLast updated: 30+ days ago
Join a premier CPA firm as a Tax Senior Manager, where you'll have the opportunity to cultivate meaningful relationships with Ultra-High-Net-Worth (UHNW) clients while guiding a skilled team of...Show moreLast updated: 30+ days ago
Regional Tax / Senior Tax Manager.Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.
SJ Group is a global urban, infrastructure, and managed services consu...Show moreLast updated: 30+ days ago%20branch)
Surbana Jurong takes certain industry-accepted precautions to secure the website or portions thereof.However, the user understands and agrees that such precautions cannot guarantee that use of the ...Show moreLast updated: 30+ days ago
Probate, Estate, and Trust Administration Attorney (Part Time / Remote).Our expanding law firm is seeking a part-time probate, trust, and estate administration attorney.
The ideal candidate will have ...Show moreLast updated: 30+ days ago
At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We encourage each individual to follow their own path.Peopl...Show moreLast updated: 8 days ago
SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact...Show moreLast updated: 30+ days ago
Senior Tax Manager
Catalyst LabsMichigan, Michigan, United StatesFull-time
Senior Tax Manager
JobotEnglewood, CO, USFull-time
- Promoted
Senior Tax Manager
DishEnglewood, CO, United StatesTemporary
Senior Trust Manager - Trust Services
OcorianSingapore, Michigan, SingaporeFull-time
- Promoted
Tax Senior Associate : Estate & Administrative Trust (ONESOURCE) - Remote Option
KPMGDenver, CO, United StatesRemote
Full-time
Tax Senior - Real Estate
Baker Tilly US, LLPUnited StatesFull-time
Tax Manager - Real Estate
DeloitteLakewood, CO, United StatesFull-time
Tax Manager - Real Estate
GenZJobsDenver, CO, United StatesFull-time
- Promoted
Senior Tax Manager
Solid Rock Recruiting LLCDenver, CO, USFull-time
Tax Senior Manager, Core Tax Services - Real Estate Focus
BDODenver, CO, United StatesFull-time
- Promoted
Senior Tax Manager- Trust & Estate
Stockman Kast Ryan + CompanyEnglewood, CO, USFull-time
Tax Manager / Senior Manager - Gift, Trust, & Estate Tax
Eide BaillyDenver, CO, USFull-time
Trust and Estate Attorney
GpacDenver, Colorado, United StatesFull-time
Quick Apply
- Promoted
Senior Tax Manager
Lighthouse Search CollectiveDenver, CO, USFull-time
- Promoted
Tax Senior Manager
Veritas Consulting GroupDenver, CO, USFull-time
Regional Tax / Senior Tax Manager
SJ GroupSingapore, Michigan, SingaporeFull-time
Tax / Senior Tax Manager, Singapore
Surbana Consultants Pte Ltd – Kingdom of Saudi Arabia (KSA) branchSingapore, Michigan, SingaporeFull-time
Probate - Estate - Trust Administration Attorney
Sheryll Law, PCRemote, USRemote
Part-time
Trust and Estate Tax Senior Manager
WipfliDenver, CO, USFull-time
Financial Services Tax - Real Estate Senior Manager
PwC US Tax LLPDenver,COFull-time