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

Description

Estate & Trust Tax Manager

My team and I area working with a great medium-sized, Full-service, CPA firm that's 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
• Bachelor's 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 you're an experienced Tax Manager looking to join a dynamic team, this could be the opportunity you've been waiting for Reach out today with your resume and availability to