Manager, Tax - Trust & Estate

Overview

This role is for a Manager of Tax specializing in Trust & Estate. It is a remote position with occasional requirements to commute to the Florence location for in-person meetings.

Responsibilities

• Perform final technical review of tax returns and related documents for the majority of clients
• Research tax issues and provide resolutions or recommendations
• Stay updated on changes in tax law and accounting procedures
• Plan, organize, coordinate, and interface with clients to meet deadlines
• Communicate with clients to ensure their best interests are served
• Direct and support team members to achieve objectives and maintain budgets
• Foster a positive work environment to ensure quality and high performance
• Monitor quality of work and personnel performance
• Assign, track, and manage tasks and projects for staff and supervisors
• Develop staff and supervisors through active involvement
• Build and maintain internal and external networks to develop new business opportunities
• Manage billing functions, collections, and monitor work-in-progress, aging, and write-downs
• Facilitate and participate in internal continuing professional education (CPE) and training activities

Requirements

• CPA, EA, or JD required; CPA preferred
• Experience with trust and estate taxes required
• Minimum of 5 years of public accounting experience
• Demonstrated leadership skills
• Strong decision-making ability and initiative
• Ability to work calmly and effectively under pressure
• Excellent organizational skills and ability to prioritize heavy workloads
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future

Compensation & Benefits

• 21 paid time off (PTO) days
• 9 paid holidays
• Company-paid long-term disability and life insurance
• Access to medical insurance through Blue Cross Blue Shield
• Dental, vision, and short-term disability coverage
• Parental leave
• Flexible spending accounts
• 401(k) retirement plan

Location

Remote with occasional travel to the Florence office for meetings