Tax Manager - Trust and Estate

We are seeking a Tax Manager - Trust and Estate to join our team. The successful candidate will have experience with individuals, fiduciary, estate and gift compliance, and will be responsible for researching estate matters, preparing written deliverables, and communicating with engagement leaders.

Requirements

• 5+ years of experience working with individuals, fiduciary, estate and gift compliance
• Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
• CPA certification required in the respective state in which they are practicing
• Knowledge and understanding of wealth transfer planning vehicles
• Experience and knowledge of comprehending trust agreement language
• Ability to quickly become proficient or experience with charting estate plans derived from legal documents
• Ability to quickly become proficient or experience in drafting written correspondence explaining estate plans derived from legal documents

Benefits

• 8 health plan options
• Dental and vision coverage
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 401(k) savings plan & profit share
• Firm matching contribution
• Well-being incentive
• Education & certification assistance
• Flexible time off
• Family care leave
• Parental leave
• Family formation benefits
• Cell phone reimbursement
• Travel rewards