Tax Senior Manager - T&E [Trust & Estate]

Overview

The organization is seeking a Tax Senior Manager to join the Trust & Estate Tax team within its National Tax practice.

This is a remote position. While duties do not require performing work within proximity of an office location, remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

In this role, you will focus on Trust & Estate work, with potential opportunities to support 1040/1041 related responsibilities.

Responsibilities

• Review complex gift, estate and fiduciary income tax returns
• Review fiduciary accountings for trusts and estates
• Provide tax planning and consulting to high net worth clients for estate and individual income taxes
• Read and summarize estate planning documents, and provide guidance on federal & state income and death tax treatment
• Research and consult on estate, gift and trust issues, including:
  • Trustee and beneficiary issues
  • Tax impact of estate administration
  • Generation skipping tax issues
• Help generate opportunities within existing clients and pursue new clients
• Prepare and present technical training to specialty and core tax departments
• Manage all aspects of client relationships
• Manage a team of professionals to complete engagements from start to finish

Requirements

• Bachelor’s degree in Accounting; Master’s in Tax is a plus
• CPA or JD is required
• Minimum 8 years of progressive tax experience with trusts and estates and high net worth clients
• Minimum 5 years of supervisory experience, preferably in a public accounting firm
• Strong tax research skills
• Ability to lead, manage and develop staff in a highly interactive team environment
• Excellent communication and presentation skills (verbal and written)

Preferred Qualifications

• Master’s in Tax

Compensation & Benefits

In California, the salary range for a National Tax Senior Manager is $160,000 to $230,000. Actual compensation within the range will depend on the individual’s skills, experience, qualifications and location, and applicable employment laws.

Total rewards include:

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms

Location

• Remote (may require occasional in-office presence with scheduled notice for client work, team meetings, or trainings)
• California (salary range applies in California)