- Manage a portfolio of estate and trust clients, overseeing tax planning, compliance, and advisory services.
- Review complex tax returns for accuracy and completeness, ensuring adherence to relevant regulations.
- Develop and implement tax strategies that minimize liabilities and optimize financial outcomes.
- Stay up-to-date with changes in tax laws and regulations affecting estate and trust planning.
- Collaborate with clients, legal teams, and financial advisors to create integrated wealth plans.
- Provide guidance and mentorship to junior staff members within the tax team.
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Jobot Gaithersburg, United StatesEstate and Trust Tax Manager: Navigate Legacies, Craft Futures. Elevate Estate and Trust Taxation with Us · This Jobot Job is hosted by: David Rueff · Are you a fit? Easy Apply now by clicking the Apply button · and sending us your resume. · Salary: $100,000 - $200,000 per ye ...
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Tax Manager
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JustinBradley North Bethesda, United States Full timeDo you love making a difference in your accounting work? Does working in a diverse range of client industries sound exciting to you? Are you ready to work for a steady accounting firm with a long track record of success? · JustinBradley's client, a well-established CPA firm in th ...
Estate & Trust Tax Manager - Gaithersburg, United States - latitude
Description
As an Estate and Trust Tax Manager, you will lead our estate and trust tax planning and compliance efforts. You will collaborate with a team of skilled professionals to provide tailored tax strategies that align with our clients' long-term financial objectives.
Responsibilities: