TAX MANAGER – TRUSTS & ESTATES
Well, established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression.
Responsibilities
- This position is responsible for the efficient, accurate, complete, and timely preparation and review of estate, gift, and fiduciary tax returns, as well as corporate, pass-through entities, and individual returns.
- This position requires the ability to make decisions on all but the most unusual tax situations, while still consulting with other team members.
- This position requires the manager to be in the office periodically and more often during busy season to meet in person with clients, to interact and cultivate relationships with clients, fellow staff, and partners.
- Participation in local community events and networking is also an important part of this position.
- Client and project management
- Work and collaborate with client attorneys to facilitate return preparation and other planning and consulting services.
- Analyze and correctly apply provisions in estate planning documents including power of attorney, wills, codicils, and trust agreements.
- Participate in special engagements involving estate planning, tax accounting, consulting, and research.
- Work closely with team members to complete projects, share knowledge and expertise, and help develop ideas and processes.
Qualifications
- Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.
- A qualified applicant should have a strong working knowledge of the trust taxation theory, trust/fiduciary accounting income, and distributable net income rules, and be familiar with the concepts of revocable living trusts and other grantor trusts, marital trusts, bypass trusts, charitable split-interest trusts, and should be familiar with Oregon estate tax laws.
- Possess a strong knowledge of corporate, pass-through entity, and individual taxation.
- A minimum of five years’ experience required, seven plus years preferred in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
- At least two (2) years’ experience representing clients before taxing authorities.
- Minimum one (1) year experience supervising and directing work of tax preparers.
- A current and valid certified public accountant’s license is required.
- Must be a member in good standing with the American Institute of CPAs.
