Estate Tax Manager

Express Employment Professionals - Montgomery

Job Description

Estate Tax Manager

Location: Montgomery, AL, 36117

Overview

We are seeking a dedicated and knowledgeable Estate Tax Manager to join our dynamic team in Montgomery, AL. In this role, you will play a crucial part in managing estate tax compliance and planning for our clients. If you have a passion for helping individuals and families navigate the complexities of estate taxes while providing exceptional service, we want to hear from you!

Responsibilities

Prepare and review estate tax returns, ensuring compliance with federal and state regulations.
Provide strategic estate planning advice to clients, tailoring solutions to meet their unique needs.
Conduct thorough research on tax laws and regulations to stay current and provide informed guidance.
Collaborate with clients, attorneys, and financial advisors to develop comprehensive estate plans.
Assist in the resolution of estate tax audits and inquiries from tax authorities.
Mentor and train junior staff on estate tax matters and best practices.
Maintain accurate records and documentation for all estate tax-related activities.

Qualifications

Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree or JD preferred.
Minimum of 5 years of experience in estate tax compliance and planning.
Strong knowledge of federal and state estate tax laws and regulations.
Excellent analytical and problem-solving skills.
Strong communication and interpersonal skills, with the ability to build relationships with clients.
Proficient in tax software and Microsoft Office Suite.
CPA or equivalent certification is preferred.

You should be proficient in:

Certified Public Accountant (CPA)
Tax Preparation

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Vacancy posted 1 day ago

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