Estate & Trust Tax Manager (Remote Available) - Troy, United States - gpac

    gpac
    gpac Troy, United States

    1 month ago

    GPAC background
    Description

    Estate & Trust Tax Manager

    My team and I area working with a great medium-sized, Full-service, CPA firm thats well established and local to the Oakland County, MI area. They are actively on the search for an Estate & Trust Tax Manager.

    Role: Estate & Trust Manager

    What You Need

    • 5-10 years of relevant compliance experience specializing in estate, gift, trust, and tax services
    • Bachelors degree in accounting or other recognized business credential required
    • CPA licensure required, Juris Doctor degree a plus
    • Excellent verbal and written communication skills
    • Strong leadership and people management skills
    • Ability to handle multiple tasks simultaneously
    • Experience with software pertaining to estate tax returns, gift tax returns, fiduciary accounting, and income tax returns is a plus

    What You Do

    • Lead multiple tax engagements to deliver quality tax preparation, research, planning and consulting services for a variety of clients
    • Review and prepare estate, gift and fiduciary income tax returns
    • Perform Power of Attorney responsibilities for clients and follow up with government authorities as required
    • Perform estate research and tax analysis and document findings/conclusions
    • Keep up-to-date on current tax practices and changes in tax law
    • Develop, supervise, and delegate responsibilities to estate/trust team
    • Provide exceptional client service and develop trusting client relationships
    • Generate new business and cross-sell leads with existing clients

    Location: Oakland County, MI (Onsite, Hybrid, or Remote)

    Software: CCH

    Benefits: 80% MDF, 14 paid holidays, half-day fridays, Commission Program

    Compensation: $120k+ and Commensurate with experience

    Hours: Managers are expected to complete 2,400 hours annually.

    If youre an experienced Tax Manager or Senior Tax Manager looking to join a dynamic team, this could be the opportunity youve been waiting for Reach out today with your resume and availability to

    All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

    GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.