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Estates and Trusts Tax Manager
Estates and Trusts Tax ManagerGpac • Washington DC, Washington DC, United States
Estates and Trusts Tax Manager

Estates and Trusts Tax Manager

Gpac • Washington DC, Washington DC, United States
12 days ago
Job type
  • Full-time
  • Quick Apply
Job description

We are currently working with a established CPA firm that is looking to add a professional  Tax Manager  to their growing organization. This is a stable firm with strong ties in the market, providing valuable expertise in the tax and financial services. Due to the company's continued expansion, they are in need of a  Tax Manager  to work directly with a highly motivated staff and other Senior Staff Members. This postion will be responsible overseeing Estates and Trusts.

Duties / Responsibilities :

  • Prepare and review complex corporate, partnership, high net worth individual, fiduciary, and tax-exempt entity tax returns
  • Meeting with prospective clients and assisting with preparation of proposals.
  • Knowledge and interpretation of various types of trust documents and wills, business operating agreements and other related documents.
  • Assist client with related business needs (QuickBooks, payroll tax, sales tax).
  • Ability to represent client before the Internal Revenue Service. Supervising seniors and staff and evaluating their performance and providing them with feedback.
  • Maintain accurate records for client billing system.
  • Assist in the training and development of less experienced staff.
  • Keeping partners informed of all important work developments, analyzing major problems or potential problems, and recommending solutions.
  • Manage and maintain multiple client relationships, engagements, and special projects on time and on budget.
  • Lead and review high-level individual, fudiciary, , estate, and gift tax returns
  • Lead and review exempt organization filings forfamily foundations and related charities, including Forms 990, 990-PF, 990-T, and oversee compliance calendarsand state charitable registrations

Requirements & Qualifications :

  • Bachelor's degree required; Master’s degree in Accounting related field preferred.
  • CPA certification is required.
  • 5+ years of public accounting experience.
  • Excellent interpersonal, analytical, research and audit project management skills.
  • Ability to effectively communicate and develop strong relationships with clients, business partners, and co-workers.
  • Proficient in MS Office Suite. Proficiency in Thompson Reuters, or an equivalent tax software, required.
  • To be considered, please apply with a resume. If you have any other questions or wish to discuss any other Accounting positions, reach out to me directly :

    Timothy Clossin | Search Consultant | 605-705-3221 | timothy.clossin@gogpac.com

    All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

    GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

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    Tax Manager • Washington DC, Washington DC, United States

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