We are seeking a Tax Manager - Trust and Estate to join our team. The successful candidate will have 5+ years of experience working with individuals, fiduciary, estate and gift compliance, and a Bachelors Degree in Accounting or an equivalent combination of education and experience. The role will involve researching basic to complex 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
Benefits
- 8 health plan options
- dental and vision coverage
- opportunity to enroll in HSA with potential Firm contribution
- 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