- Being responsible for tax engagements for organizations and for family groups along with working on our most complex returns. This includes reviewing staff & senior work and at times may include preparing complex returns. You will also assist in billing clients.
- Reviewing Trust, Estate and Guardianship fiduciary accounting.
- Reviewing federal and state fiduciary and estate tax returns and projections.
- Ensuring that receipts, disbursements and distributions have been recorded.
- Ensuring that maintenance of accounts and records for estates and trusts are in order.
- Completing or providing supervision of trust and estate administration, including record keeping, monitor filing deadlines and client communication.
- Assist with estate and tax planning for high net worth consulting engagements.
- Work as part of an integrated team to meet deadlines you have in your own practice.
- Communicating recommendations, technical issues, and opportunities to clients and prospects, including meeting with them. You will work with Shareholders and professional staff to ensure that client's needs and company standards are met.
- Identifying and understanding tax law developments and the impact on your client's situation. You will conduct research and provide thorough conclusions and supporting documentation, possibly including conducting educational seminars both internally and externally to clients.
- Focusing on efficiency, but not relinquishing quality. You will work with Staff and Seniors on engagements and will demonstrate proper delegation of work to ensure projects are completed on time and within budget. Providing feedback and completing Assignment Project Review for Staff/Seniors.
- Making an impact within the firm by participating fully on our team to provide the best for our clients, our staff and the firm.
- You have five to ten years of public accounting experience, at least 5 years' experience with trusts and estates,
- Bachelor's degree in Accounting, and are a licensed CPA.
- You can work in the office at least three days a week
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Tax Manager - Minneapolis, United States - Masis Professional Group
Description
Tax Manager Job Description:
Masis Professoinal Group has an immediate need for a Tax Manager with Trust & Estate experience for a very well established and growing public accounting firm. This role will be the liaison between the shareholder, the client, and the professional staff. Tax Managers are responsible for managing multiple tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. The Tax Manager will also develop relationships with clients/business owners.
Think of this role as a breath of fresh air for those wanting to stay in public accounting but without the crazy hours, especially during busy season.
Tax Manager Responsibilities:
Tax Manager Qualifications:
