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Tax Manager - Estates & Trusts

Tax Manager - Estates & Trusts

Software Placement GroupSalem, OR, United States
30+ days ago
Job type
  • Full-time
Job description

Tax Manager - Estates & Trusts

We are seeking a high-performing Tax Manager to specialize in estates and trusts, contributing to our growing team. This position offers the unique opportunity to work on a variety of tax matters including trusts, estates, and forensic accounting, ensuring a dynamic work environment. As part of a well-established and highly profitable regional CPA firm, you will benefit from a supportive team structure, significant growth opportunities, and a work-life balance that respects your personal time. Ideal candidates will bring strong technical skills and a strategic approach to managing tax issues in complex scenarios involving diverse client groups from SEC to privately-held entities.

Salary : DOE per year

Essential Duties and Responsibilities :

  • Preparation of individual, corporate, partnership, LLC, trust, and bankruptcy tax returns, ensuring compliance with legislation and identifying planning opportunities.
  • Manage monthly accounting for clients and prepare comprehensive financial statements.
  • Analysing financial data to produce thorough reports aiding in forensic accounting, bankruptcy cases, and litigation support.
  • Providing operational management analysis and consulting tailored to client needs, enhancing business operations and fiscal strategies.

Minimum Position Qualifications :

  • Minimum 3 to 5 years' experience in public accounting, showing increasing complexity in tax tasks.
  • Strong understanding of trust taxation theory, fiduciary accounting income, and distributable net income rules.
  • Bachelor's or master's degree in accounting.
  • Completion of at least forty (40) hours of continuing professional education annually.
  • Pursuit or possession of a CPA license; if licensed, must be a member in good standing with the AICPA.
  • Familiarity with a diverse array of trust types including revocable living trusts, grantor trusts, marital trusts, bypass trusts, and charitable split-interest trusts.
  • Preferred Qualifications :

  • Exemplary communication skills for client interactions and presentations.
  • Advanced expertise in tax software and Microsoft Office Suite, especially Excel.
  • Proven analytical skills for strategic tax planning and implementation.
  • Leadership experience in managing small to mid-sized client engagements.
  • Up-to-date knowledge of current tax laws and regulations applicable to estate planning and trust management.
  • Skills :

  • High proficiency in tax preparation and review.
  • Excellent analytical and organizational abilities.
  • Ability to effectively manage multiple projects and deadlines.
  • Strong interpersonal skills and the capability to lead teams.
  • Dedication to continuous education and professional development.
  • Benefits :

  • Overtime compensation at time and one half.
  • Excellent health benefits package.
  • Employer contribution of 5% to 401K program.
  • Opportunities for fast track career progression.
  • Variety of clients and industry exposure.
  • Create a job alert for this search

    Tax Manager • Salem, OR, United States

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