Trusts and Estate Tax Manager

Posted 17 days ago

joseph michaels internationalPhoenix (AZ)

Accountants and Auditors Trusts, Estates, and Agency Accounts

SENIORITY

Senior

SALARY

$100,000 - $150,000

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About the role

Our client in North Central Phoenix is looking for an experienced Trusts and Estates Tax Manager. This is a hybrid role (3 in office/2 wfh) with a base salary of $100,000 - $150,000 depending on experience.

Responsibilities: Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients Ensure compliance with legal and tax requirements for trust and estate entities Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development Proactive approach to process improvement and regulatory changes Background required: Bachelor's degree in Accounting or Finance 5+ years of specialized experience in trust and estate tax CPA strongly preferred Self-motivated High ethical standards and integrity Client-focused mindset and ability to manage multiple priorities Work well in a team environment Excellent communication skills Type: direct hire

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