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
