Trust & Estates Senior Tax Manager

Overview

Due to continuing growth, our team is seeking a Senior Tax Manager with a strong background in Estate & Trust work. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. As a CPA for the Trust & Estate team, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals.

What we will do

• Review and prepare complex Estate & Trust returns and court accountings
• Estate & Trust planning including analysis of estate and trust documents
• Lead firm\'s consulting and advisory efforts in the region
• Work with and support the firm\'s Director in leading and managing the local team
• Become a primary point of contact for both new clients and clients from retiring partners
• Work with the firm\'s executive team and Director to develop and execute the firm\'s growth initiatives, product, and services offering and operational strategies

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