Trust and Estate Tax Manager/Director
Innovative CPA Group LLC
Job Description
Job Description
Trust and Estate Tax Manager/Director – Offices in Shelton, Hamden, Bethel, Ridgefield & Norwalk, CTThe Innovative CPA Group is looking for a Trust and Estate Tax Manager/Director to join our CPA firm. The Innovative CPA Group is an employee-centric firm comprised of experienced tax and accounting professionals. We have successfully built a culture of empowerment, accountability, and wide-ranging expertise. We are also truly innovative in that we leverage the latest technology to streamline our workflow, thereby improving the service to our clients. This role has Partnership track potential.Essential Responsibilities:Manage, prepare, and review complex estate, trust, and gift tax returnsPerform tax and accounting research with the aid of research tools and communicate with partners and/or clientsUnderstand complex estate and trust administration, including probate filings, probate accountings, and reviewing federal and state estate tax returnsDraft and review responses to tax notices from various federal and state tax agenciesWhat You'll Bring:7+ years of experience with estate and trust administrationBachelor 's or Master's Degree in Accounting or relevant field requiredCPA license is a plusExperience with CCH programs is a plusKnowledge of QuickBooks, Microsoft Office Programs, etc.Professional and effective oral and written communication skills and interpersonal abilitiesStrong leadership skills with the ability to work well within a team environmentIntegrity, accountability, and confidentialityExcellent analytical, organizational skills, and attention to detailPositive attitude, strong work ethic, and collaborative spiritWhat You'll Love About Us:Competitive compensation, commensurate with experience.401(k) plan with employer match.Paid health insurance for Employees with dependent/spouse coverage at employee cost.4 weeks of vacationOnsite gym membership (Shelton location)Great work environmentFlexible work hoursOpportunity for hybrid scheduleBusiness casual attire
$130k - $160k
...Job Description Tax Manager - Public Accounting (On-Site | Southern CT) Compensation... ...for a Tax Manager role where you're trusted to lead without micromanagement? This is... ...variety of complex clients-including real estate developers, construction firms, and...SuggestedSummer workFlexible hours- ...Description At CBIZ, our Construction Tax practice stands as one of the most dynamic... ...with our clients and serving as a trusted advisor in both compliance and long-term... ...communicate solution options to client and team Manage staff on engagement deliverables (such as...SuggestedFor contractorsWork at office3 days per week
$120k - $160k
Tax ManagerLocation: Fairfield, CT (Hybrid) Salary:$120,000 - $1... ...three decades, we have served as trusted advisors to high-net-worth... ...proficient and strategic Tax Manager to lead client engagements. This... ...Provide counsel on wealth transfer, estate planning, and charitable...SuggestedWork at office- ...enhance client relationships in the role of trusted advisor, which includes all aspects of financial management. Collaborate with client’s legal and financial... ...complex individual, corporate, partnership, trust, estate, and gift tax returns Lead tax planning strategies for...SuggestedCasual workSeasonal workWork at officeFlexible hours
- ...Tax SeniorOur firm is seeking a motivated Tax Senior to join our growing tax department. This individual will work closely with managers and partners to prepare and review tax returns, assist with tax planning projects, and serve as a key point of contact for clients....Suggested
- ...Job Description Tax Senior Position Overview Our firm is seeking a motivated Tax Senior to join our growing tax department. This individual will work closely with managers and partners to prepare and review tax returns, assist with tax planning projects...
$125k - $175k
...Job Description Job Description Tax Manager/Senior Tax Manager – Public Accounting Salary: $125,000–$175,000 annually Location... ...engagements, deadlines, and competing priorities Build trusted, long-term relationships with businesses, individuals, and firm...Permanent employmentSummer workSeasonal workWork at officeLocal areaMonday to FridayFlexible hours$32.5 - $36 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...- Retail Expert, you will serve as a trusted advisor, empowering customers to achieve... ...-paced environment independently while managing multiple priorities. \n Proficient with...Local area$32.5 - $36 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...- Retail Expert, you will serve as a trusted advisor, empowering customers to achieve... ...-paced environment independently while managing multiple priorities. \n Proficient with...Local area$120k - $175k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...long-term relationships built on trust and integrity. We serve a... ...place for you!We are seeking a Manager to join our growing Transaction... ...agreement with PKFOD through the Director of Talent Acquisition. Please...Full timeLocal area3 days per week$180k - $234k
...this position is $180,000 - $234,000The Tax Director assists the University’s senior administration... ...a fast-paced and dynamic environment, managing multiple projects with competing... ...and foreign tax authorities.6. Serve as a trusted tax advisor to the university community...Work at officeRemote work- Job Title: Senior Tax ManagerJob Location: San Rafael, CA (hybrid)Job Salary: 135k - 225k + BenefitsRequirements: Public Accounting,... ...individual tax clients. Due to growth, we are looking for a Senior Tax Manager to join our team! Must have 10+ years of Public Accounting and...Local area
$130k - $160k
...Title: High Net Worth Senior Tax ManagerLocation: Branford, CT... ...of industries including Real Estate, Healthcare, Retail, and Manufacturing... ...seeking to add a new Tax Director to our team! We offer full benefits... ...-Have: - Currently an Tax Manager at a CPA firm-HNWI/Ultra HNWI...Immediate startRemote work$18 - $20 per hour
...Seasonal Tax Preparer OpportunityCalling all experienced tax preparers! Join our team for an exciting seasonal opportunity that offers... ...you need:2+ seasons of previous experience completing individual, trust, and/or partnership tax returnsPassion for providing...Extra incomeFull timePart timeLocal areaRelocation packageFlexible hoursShift work$18 - $20 per hour
...Seasonal Tax Preparer OpportunityCalling all experienced tax preparers! Join our team for an exciting seasonal opportunity that offers... ...you need:2+ seasons of previous experience completing individual, trust, and/or partnership tax returnsPassion for providing...Hourly payFull timePart timeSeasonal workRelocation packageFlexible hoursShift work- ...of some the most sophisticated tax planning structures to minimize income, gift and estate taxes, along with charitable planning... ...multi-employee Family Office to manage the Family wealth. This practice... ...advisory firms and estate and trust law Firms, both locally and...Work at office3 days per week
- ...Tax Manager Opportunity When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the "Best of the Best...Work at officeLocal areaRemote workFlexible hours
$180k - $234k
...Tax DirectorWorking at Yale means contributing to a better tomorrow... ...$180,000 – $234,000. The Tax Director assists the University's... ...paced and dynamic environment, managing multiple projects with competing... ...tax authorities.6. Serve as a trusted tax advisor to the university...Work at officeRemote work- ..., 5 days/week in office Key Responsibilities: Manage quarterly and annual income tax accounting under ASC 740 Coordinate and review U.S.... ...10 tax professionals Reports directly to the Senior Director, Income Tax Reporting Ideal candidate has 5+ years of...Full timeWork at office
- ...State And Local Tax ManagerAre you an experienced state and local tax professional looking to join a growing team? Would you be excited... ...the needs of our expanding business. As a State and Local Tax Manager at ASSA ABLOY Americas, you will join our team of highly...Work at officeLocal area
$110k - $140k
...Tax Manager OpportunityBerryDunn is seeking a Tax Manager to join our Outsourced Accounting Services Practice Group. You will help develop the vision, strategies and action plans to service our clients and grow our service base. You will join a core team tasked with leading...Work at officeRemote work- ...Senior Tax ManagerWhen you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance... ...fiscal year.We have an exciting career opportunity for a Senior Tax Manager to join our Tax Team. This position is a hybrid position. Hybrid...Work at officeLocal areaRemote workFlexible hours
$110k - $160k
Job Opening: Tax ManagerLocation: Hamilton, OH (Hybrid) Salary: $110K-$160K base + bonus... ...strategic and technically proficient Tax Manager to lead our tax department. This role is... ....Growth Trajectory: Clear path to Director or Partner-level roles with professional...Flexible hours$165k - $300k
...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500... ...each other.CLA is currently seeking a Tax Principal or Signing Director to join one of our Northeast offices. The Principal/Signing...Full time- ...Job Description Job Description Director / Manager of Tax Controversy – Shelton, CT; Bethel, CT or Hamden, CT The Innovative CPA Group is looking for a Director / Manager of Tax Controversy to join our CPA firm. The Innovative CPA Group is an employee-centric firm...Casual workLocal area
- ...Sheppard CPAS, LLP has been providing professional accounting, tax, and consulting services for over twenty-five years. Founded on... ...Role Description This is a full-time on-site role for a Senior Tax Manager, located in Fairfield, CT. The Senior Tax Manager will be...Full time
- ...Job Description Job Description Senior Tax Manager- CPA Firm New Haven, CT- HYBRID SCHEDULE Contact: Brittany Rizzo / Brittany... ...with clients, handling complex tax matters, and serving as a trusted resource for both clients and colleagues. The ideal...Work at officeLocal area
$220k
...Job Description Job Description Senior Tax Manager (In-Office) – Fast Track to Partner Salary: Up to $220K + Clear Path to Partnership (12 Months) We’re hiring a Senior Tax Manager to step into a true leadership role— running the tax department and acting...Work at office$109k - $184k
...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8... ..., and each other.CLA is currently seeking an Audit Director/Audit Manager to join our State and Local Government (SLG) practice in our...Full timeLocal area- ...Work Certified firm, seeking a dynamic and experienced Assurance Manager to join our team in Madison, WI.We don't just provide... ...employees flourish. You'll thrive in a hybrid work environment built on trust and respect, where we prioritize providing you with the tools and...Summer workRemote workWork from homeMonday to FridayFlexible hours
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