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Senior Tax Manager - Trusts and Estates

Senior Tax Manager - Trusts and Estates

Regal Executive SearchBeverly Hills, CA, US
1 day ago
Job type
  • Full-time
Job description

Overview

Senior Tax Manager - Trusts and Estates. Our firm is assisting a CPA Firm in the West LA area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates / Fiduciary Tax Senior Manager position.

Responsibilities

  • Direct multiple engagements and oversee the delivery of tax services in the trusts and estates practice.
  • Review fiduciary income tax returns for estates and trust accounts, including the decedent's final individual tax return; review trust fiduciary income tax returns and individual returns.
  • Analyze estate planning documents (wills, codicils and trust instruments) to determine the proper tax treatment of assets and liabilities.
  • Develop postmortem tax-saving strategies for estate accounts.
  • Provide oversight and direction to a team of tax specialists.

Qualifications

  • CPA certification
  • Recent Public Accounting experience
  • Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting
  • Minimum of five years’ experience in the preparation and review of fiduciary income tax returns; seven years or more preferred
  • Experience with Partnerships and S Corporations preferred
  • Prior client management experience
  • Other Information

    Equal opportunity employer

    To apply, send resume in Word format with current salary for review and immediate interview.

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