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    Principal Tax Manager - Rochester, United States - RightWorks Staffing

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    Description
    Principal Tax Manager

    About the Opportunity


    Our client, an accounting advisory firm, is currently seeking a Principal Tax Manager in Rochester, New York to serve as a tax functional leader for compliance, advisory and annuity tax service delivery.

    In this supervisory role, you will focus on trusts and estates accounting and tax law issues.

    Our ideal candidate will be the primary technical advisor on firm trust and estate tax type matters including compliance, reporting, and transactions.

    Responsibilities
    Prepare and review fiduciary income tax returns, gift tax returns, federal and state estate tax returns, and private foundation returns
    Compute and review commissions and calculate unitrust and annuity payments
    Trust and estate administration, including record keeping and monitoring filing deadlines
    Oversee the accounting aspects of a trust or estate intermediate or final settlement
    Review and/or prepare computations of trustee's commissions in terminating trusts
    Participate in quality control reviews of documents being filed with a court or governmental agency
    Prepare annual guardianship accounting reports
    Train and educate staff members on various estate and trust topics
    Counsel and advise clients on estate planning

    Required Education, Licenses and Experience
    Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law or Economics

    License/Certification:
    CPA or EA

    Minimum of 10 years related experience in a tax organization or professional services
    Trust & Estate Taxation experience required
    Experience with CCH Tax Products preferred

    What We Offer

    Competitive Compensation:
    $130,000 - $150,000 salary

    Hybrid Work Environment: 2 days remote


    • Opportunities for career advancement and development

    Benefits:
    Medical, Dental & Vision Insurance, 501k, Profit Sharing, Flexible PTO, Paid Holidays, Summer Fridays (half day), CPA Exam Reimbursement
    #J-18808-Ljbffr

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