Shape strategic tax engagements in estate, trust, and gift management. Collaborate in a hybrid work environment with a supportive team. Advance into senior management roles while driving impactful initiatives.
Estate, Trust & Gift Tax Senior Manager
in Professional Services PermanentJob Detail
Job Description
Overview
- Lead strategic tax engagements focusing on estate, trust, and gift tax management in a hybrid work environment.
- Provide expert tax planning, compliance, and consulting services to a diverse client portfolio.
- Collaborate with clients to resolve complex tax issues and deliver tailored solutions.
- Foster professional growth through mentorship and leadership within a dynamic team.
- Contribute to the firm's strategic growth and business development initiatives.
- Engage in continuous learning to stay updated on tax laws and industry trends.
- Advance into senior management roles while shaping the firm's success.
Key Responsibilities & Duties
- Manage a diverse portfolio of estate, trust, and gift tax clients with precision.
- Lead tax planning, compliance, and consulting engagements to achieve client objectives.
- Provide expert advice to clients, ensuring compliance with current tax regulations.
- Supervise and mentor junior staff, fostering a collaborative and growth-oriented environment.
- Conduct in-depth tax research to address complex issues and provide innovative solutions.
- Identify opportunities to expand client relationships and enhance service offerings.
- Contribute to the firm's business development and strategic initiatives.
- Maintain expertise in tax laws and industry developments to deliver optimal results.
Job Requirements
- Master's in taxation, MPA, or BS in Accounting required for this role.
- CPA certification preferred, showcasing advanced professional qualifications.
- Minimum of 10 years of public accounting experience, specializing in estate, trust, and gift tax.
- Proven expertise in tax planning, compliance, and consulting across various client types.
- Strong leadership skills to manage teams and build client relationships effectively.
- Exceptional communication and interpersonal skills for delivering client service excellence.
- Familiarity with CCH Engagement and Axcess Tax software is advantageous.
- Commitment to professional growth and contributing to the firm's success.
- ShareAustin:
Related Jobs
- Contribute to a global law firm's digital marketing strategy, enhancing visibility and communications. Collaborate with a dynamic team on impactful projects. Gain expertise in analytics and SEO optimization.