Tax Manager - Estates/Trust ( Hybrid )

Tax Manager - Estates/Trust ( Hybrid ) This Jobot Job is hosted by: Jerry Sipocz Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $110,000 - $140,000 per year A bit about us: Our client is a well-established accounting and advisory firm that has provided top-tier financial and consulting services to individuals and businesses for over 50 years. Recognized for their personalized client approach, they combine technical expertise with a deep understanding of industry trends to support their clients’ evolving needs. They offer specialized services across areas such as tax consulting, estate planning, forensic accounting, and more. With a commitment to excellence and community involvement, they strive to empower clients with insightful, strategic guidance tailored to foster growth and financial stability. Why join us? 37.5 work week (compensation is based of 37.5 work week) Bonus based on performance 401(k) matching Competitive salary Dental insurance Flexible schedule Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Training & development Tuition assistance Vision insurance Job Details Job Details: We are seeking a dynamic and experienced Tax Manager to join our team in the Accounting and Finance industry. This is a unique opportunity to lead a team and manage a book of business in a fast-paced, high-growth environment. The successful candidate will be responsible for overseeing all tax-related activities, including tax planning, compliance, and research. This position requires a deep understanding of tax laws and regulations, and the ability to apply this knowledge in a practical and strategic way. The ideal candidate is a strategic thinker, a problem solver, and a leader who can effectively manage and mentor a team. Responsibilities: Lead and manage the tax team to ensure the efficient and timely delivery of tax services to our clients. Oversee the preparation and review of tax returns for high net worth individuals, trusts, estates, and gifts. Manage and grow a book of business by developing and maintaining strong relationships with clients. Provide strategic tax planning and consulting services to clients, including advising on potential tax implications of business decisions. Conduct research on complex tax issues and provide clear and concise explanations and recommendations. Ensure compliance with federal, state, and local tax laws and regulations. Collaborate with other departments and team members to ensure the accuracy and completeness of financial statements and reports. Develop and implement tax strategies and policies that minimize tax liabilities and maximize tax savings. Stay abreast of changes in tax laws and regulations and ensure that the team is updated on these changes. Qualifications: Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or a Certified Public Accountant (CPA) certification is highly preferred. A minimum of 7 years progressive experience in public accounting, with a focus on tax. Proven experience in managing a book of business and leading a team. In-depth knowledge of tax laws and regulations related to high net worth individuals, trusts, estates, and gifts. Strong analytical skills, with the ability to interpret and apply complex tax laws and regulations. Excellent leadership and team management skills, with the ability to mentor and develop team members. Exceptional client service skills, with the ability to build and maintain strong client relationships. Strong organizational skills, with the ability to manage multiple projects and meet deadlines. Excellent communication skills, with the ability to clearly explain complex tax issues to clients and team members. Interested in hearing more? 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