Tax Director - Trust & Estate
Jobtailor
Overview Review of tax returns, tax workpapers and tax projections Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual taxation a plus) Provide effective consulting, planning and compliance for your clients Perform tax research to resolve issues Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues Work to expand client base and supports business development activities Participate in industry or service line-related organizations Maintain strong relationships with a highly proactive approach to serving clients Coordinate with partner to ensure timeliness and effective communication for proper planning of project Coaching, mentoring, and training staff Maintaining knowledge of new tax issues and general business trends that affect the client Requirements Bachelor’s degree in Accounting required Master’s in Taxation is preferred CPA preferred 10+ years of progressive public accounting experience Excellent written and verbal communication skills Capable of managing multiple client engagements A track record of building and sustaining client relationships and high-quality client service Outstanding analytical, organizational and project management skills Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office Hard Skills Tax Compliance Tax Planning Partnership Taxation C-Corporation Taxation S-Corporation Taxation Analytical Skills Organizational Skills Consulting Skills Business Development Client Engagement Soft Skills Excellent Communication Skills Coaching Mentoring Proactive Client Service Team Collaboration Certifications & Qualifications Bachelor’s Degree in Accounting Master’s in Taxation CPA Preferred #J-18808-Ljbffr Jobtailor
- ...Title: Tax Director (Family Office / Private Wealth) Company: Wealth Management / Family... ...across tax, investment, accounting, estate planning, and advisory teams to deliver... ...Responsibilities Review and sign individual, trust, estate, gift, partnership, and...SuggestedFor contractorsWork at officeLocal areaRemote work
$225k - $300k
...that focuses on complex business tax. We believe that putting your... ...partner! If you are a Tax Director looking for clear path to Partner... ...: 1. Serve as a trusted advisor to owners of complex flow... ...manufacturing, distribution, real estate, construction, agriculture, and...SuggestedLocal areaRelocationRelocation package$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements... ...You Apart Thorough knowledge of tax compliance for Real Estate Trusts Knowledge of partnership structures and real estate...SuggestedFull timeH1bLocal areaOverseas- ...Tax Manager/Senior Manager - Fiduciary, Estate & Gift Tax (Remote Eligible) San Diego Remote About the Job We believe respect is how to treat everyone... ...field working with individual clients and corporate trust companies. Must be authorized to work in the United...SuggestedRemote job
$147.4k - $336.8k
Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly evolving. This role involves leading tax planning... ...Research current market trends and maintain credibility as a trusted advisor. Build client relationships and demonstrate deep...SuggestedFlexible hours$132.7k - $303.2k
...valued work and advice. Your Key Responsibilities Serve as the Tax Functional Leader across compliance, advisory or annuity tax service... ...tax projects are timely and accurately completed. Serve as a trusted advisor and role model across multiple teams, research tax law...Work experience placementSummer holidayFlexible hours$116.2k - $212.9k
...Anywhere in Country The opportunity Our tax function is constantly evolving, and it's... ...responsibilities There isn't an average day for a Real Estate Tax Manager - so you're likely to spend... ..., to maintain your credibility as a trusted advisor. Building client relationships...Summer holidayFlexible hours$190k - $300k
...Tax Managing Director The Tax Managing Director is responsible for applying industry specific knowledge to advise clients on the tax implications... ...of multiple tax specialties (i.e. International, SALT, Estate Planning) for issue identification and resolution Tax...Work at officeLocal area$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Banking and Capital... ...Opportunity As a Banking & Capital Markets Tax Director, you will focus on providing advice and... ...thoughtfully to establish a secure and trusted workplace for all. Applications will...Full timeH1b$73.5k - $212.28k
...time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax... ...Experience in leading virtual teams Skills in building trusted client relationships Ability to manage project workflow and budgets...Full timeH1bWork at officeRemote work- ...Job description:Review complex federal and state income taxes for Individual, Partnership, Corporate and Trust tax returnsBuild new and existing client relationships and demonstrate knowledge of client industriesPrepare internal memoranda, written correspondence/guidance...Local area
- ...Description Are you ready to take your tax expertise to the next level with a... ...public accounting and has a passion for real estate. If you excel at solving complex tax challenges... ...and high-net-worth individuals. Be a Trusted Advisor: Review and sign off on tax...Local area
$125k - $165k
...Type Full-time Description Aldrich CPAs and Advisors is looking for Tax Managers. The position involves working closely with our clients in a variety of industries. As a trusted advisor to our clients, you'll dive into intricate tax matters and offer...16 hoursFull timeSeasonal workFlexible hours- ...innovative solutions. Our philosophy is simple: Provide exceptional tax and accounting services in a personal, proactive manner. Why... ...state income taxes for Individual, Partnership, Corporate and Trust tax returns 2. Build new and existing client relationships and...Local areaFlexible hours
- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm: We're partnering with... ...Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters. Mentor and develop junior tax...Full timeRemote workFlexible hours
$100k - $150k
...We are seeking a dynamic and motivated Tax Manager to manage tax engagements, deliver high quality tax services to our clients and help... ...state income taxes for Individual, Partnership, Corporate and Trust tax returns Build new and existing client relationships and demonstrate...Local area- ...Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We’re partnering with... ...Build and maintain strong client relationships, serving as a trusted tax advisor Mentor, train, and develop staff members Stay...Full timeRemote workFlexible hours
$115k - $150k
...Tax Manager Opportunity At Redwitz, Inc. At Redwitz, Inc. we offer a comprehensive range of services including accounting, audit... ..., s corporations, corporations, exempt organizations, and estates and trust. Respond to tax authorities on behalf of clients and assist...Work at officeLocal areaRemote workFlexible hours$110k - $180k
...About the job Tax Manager Role: Tax Manager About our firm For the last 65 years our firm has been one of the... ...tax services including individual, partnership corporation's estate and trusts returns. Currently, our tax team is looking for a Tax Manager...$140k - $175k
...Senior Tax Manager $140000 - $175000 per year | San Diego, CA | On-Site | Permanent Hybrid schedule with a well-established firm... ...and state income taxes for Individual, Partnership, Corporate and Trust tax returns # Build new and existing client relationships and demonstrate...Permanent employmentLocal areaFlexible hours$104.45k - $120.11k
...Diego Humane Society is hiring a Senior Director of Philanthropy and Gift Planning!How you... ...united by our mission to Inspire Compassion. Estate gifts represent a significant source of... ...the organization — e.g. gifts by will or trust, retirement funds, payable on death...$100k - $150k
...LA JOLLA, CA 92037 Salary Range: $100,000.00 - $150,000.00 Responsibilities Review federal and state income taxes for Individual, Partnership, Corporate and Trust tax returns Build new and existing client relationships and demonstrate knowledge of client industries...Local area$140k - $175k
...innovative solutions. Our philosophy is simple: Provide exceptional tax and accounting services in a personal, proactive manner. Why join... ...state income taxes for Individual, Partnership, Corporate and Trust tax returns 2. Build new and existing client relationships and demonstrate...Local areaFlexible hours$60k - $95k
Citrin Cooperman is seeking a full-time tax professional in San Diego, CA. This role involves preparing tax returns for individuals and entities while collaborating with a dynamic team. The ideal candidate has a Bachelor’s degree, experience in public accounting, and excellent...Full time$125k - $145k
...Tax Supervisor San Diego, CA The Opportunity LevitZacks is seeking a Tax Supervisor... ..., S corporations, business owners, trusts, and high-net-worth individuals. LevitZacks... ...and CCH Workflow Experience with real estate, professional services, closely held companies...Work at officeLocal areaFlexible hours$105.1k - $192.6k
...want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Property Tax - Manager Will you shape the future... ...value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology,...Summer holidayLocal areaFlexible hours$100k - $150k
...Tax Manager San Diego, California, United States $ 100,000.00 - 150,000.00 (US Dollar) About the Job Tax Manager Position... ...tax engagements for corporations, individuals, partnerships, estates, and trusts. ~5-10 years of overall experience in a public accounting...Full timeWork at office$147.4k - $336.8k
...Ernst & Young Oman is looking for a Real Estate Tax Senior Manager to lead tax planning projects and manage teams. This role involves providing advisory services to clients across real estate, hospitality, and construction sectors. The ideal candidate should have 7-10...$135k - $200k
...- that's the Power in the Plus! Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists... ...communities. How you'll spend your time: Reviewingindividual, trust, partnership and corporate tax returns prepares by tax staff and/...Work at officeLocal area$95k - $110k
.... The Payroll Manager will report to the Director of Client Operations and will work in a role... ...existing partners alike by establishing trust with our clients from the beginning of... ...payroll processing knowledge including payroll tax, workers’ comp, benefits, and deductions/...Full timeWork experience placementWork at officeLocal area
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