Senior Tax Manager, Trust & Estate

Overview

A well-established accounting firm founded in 1979 and recognized as one of the Top 10 Fastest Growing Accounting Firms by Accounting Today is seeking a Senior Tax Manager to join their Trust and Estates team. The firm specializes in Accounting, Tax Preparation, and Bookkeeping with over 175 employees across the United States. This role involves managing a national client portfolio and delivering expert tax services related to trusts and estates.

Responsibilities

• Manage a portfolio of clients, ensuring high-quality service delivery.
• Prepare, review, and ensure timely filing of all relevant tax forms with accuracy and compliance.
• Conduct initial and final reviews of work products from managers, tax seniors, staff, and interns.
• Improve efficiency across various project initiatives.
• Provide mentorship and guidance to team members to foster professional development.
• Stay current with tax regulations, perform detailed research, and offer consultation on complex tax matters.
• Support business development efforts and contribute to departmental process improvements.

Requirements

• CPA or Enrolled Agent (EA) certification.
• Bachelor's degree in accounting, finance, or a related field.
• Minimum of 10 years of public accounting experience.
• Expertise in Trust & Estate tax matters.
• Proven experience managing and interacting with clients through multiple communication channels.
• Strong interpersonal and communication skills.
• High attention to detail.
• Proficiency with tax preparation and accounting software.

Preferred Qualifications

• Advanced knowledge of accounting software such as QuickBooks, CCH Axcess, Engagement, Thomson Reuters, or UltraTax.
• Extensive knowledge of tax forms and regulations including 706, 709, 1040, 1041, Partnerships, S-Corps, and 1099.
• Experience working with individual clients, high net worth individuals, trust & estates, state tax, and pensions.

Compensation & Benefits

• Annual base salary range: $100,000 - $150,000 (actual compensation may vary based on experience, education, and skill level).
• Unlimited paid time off.
• Medical, dental, vision, and voluntary insurance options.
• 401(k) matching.
• Annual performance bonus.
• 12 paid holidays.
• Flexible scheduling options.
• Innovative workplan system.
• $500 annual vacation incentive.
• Commitment to professional development.
• Eligibility for equity program at Senior Manager level and for top-performing managers.

Location

The firm offers a flexible work structure designed to support both teamwork and independent work, promoting employee well-being and work-life balance. The position is based in Longview, WA, with opportunities to work remotely as per the flexible work arrangements.