Job Description:
Our firm is seeking a Trust & Estates Tax Manager to join our team. The Trust & Estates Tax Manager will be responsible for managing a team of tax professionals in providing comprehensive tax services to high-net-worth individuals, trusts, and estates. The ideal candidate will have extensive experience in trust and estate taxation and be able to provide expert tax advice to clients.
Key Responsibilities:
- Manage the day-to-day operations of the Trust & Estates Tax practice, including client engagements, personnel, and workflow
- Review and oversee the preparation of tax returns for high-net-worth individuals, trusts, and estates
- Provide expert tax advice to clients regarding trust and estate taxation, wealth transfer planning, and philanthropic planning
- Develop and maintain strong client relationships and identify opportunities for additional services
- Manage and mentor a team of tax professionals, providing guidance and support to ensure professional development and growth
- Stay current with changes in tax laws and regulations and communicate relevant updates to clients and team members
- Contribute to the growth and development of the firm through business development activities, including networking, proposal writing, and participation in industry events and conferences
Qualifications:
- Bachelor's degree in Accounting or related field; Master's degree in Taxation preferred
- CPA required
- Minimum of 7 years of experience in trust and estate taxation
- Prior experience managing a team of tax professionals
- Strong knowledge of tax laws and regulations related to trusts and estates
- Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships
- Proven ability to manage multiple engagements and deadlines in a fast-paced environment
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
Job Type: Full-time
Pay: $125,000.00 - $175,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Paid sick time
- Paid time off
- Profit sharing
- Vision insurance
- Work from home
Experience level:
Schedule:
Ability to Relocate:
- San Francisco, CA 94111: Relocate before starting work (Required)
Work Location: Hybrid remote in San Francisco, CA 94111