Job Description
Experience: Manager
Salary: $160,000 - $210,000 per year
Job Details
-
Responsibilities:
1. Oversee and manage all aspects of tax compliance for trusts and estates, including federal and state income, gift, and estate tax returns.
2. Develop and implement tax planning strategies for high net worth individuals and their estates.
3. Provide guidance and support to clients on estate and trust tax matters.
4. Collaborate with internal teams and external advisors to ensure that all tax strategies are aligned with the client's financial goals and objectives.
5. Stay informed on current tax laws and regulations and communicate any changes that may impact clients to the appropriate parties.
6. Conduct research on complex tax issues and provide solutions that minimize tax liability and increase client wealth.
7. Review and approve trust and estate tax work papers and returns prepared by junior staff.
8. Foster and maintain client relationships, ensuring high levels of client satisfaction.
Qualifications:
1. Certified Public Accountant (CPA) designation is required.
2. Minimum of 5 years of experience in tax planning and compliance for trusts and estates.
3. In-depth knowledge of federal and state tax laws and regulations related to trusts and estates.
4. Strong understanding of fiduciary tax and estate planning strategies.
5. Excellent analytical and problem-solving skills.
6. Strong communication and interpersonal skills, with the ability to explain complex tax issues in a clear and concise manner.
7. Proven leadership skills, with experience managing and mentoring junior staff.
8. Ability to work independently in a fully remote environment, with strong organizational skills and the ability to manage multiple projects simultaneously.
9. Proficiency in tax preparation software and Microsoft Office Suite.
A bit about us:
-
Come work with the best of the business. We are seeking a Tax Director with ideally entertainment business management experience to join our team!
Why join us?
-
Compensation: 160-210K + Potential Sign on Bonus + Annual Bonus + so much more!
Extremely Competitive Benefits Package
5-15% year over year raises
4+ weeks PTO + All federal Holidays - summer Fridays & more!
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
#accounting-finance #cpa #estate #trust #fiduciary #tier2
Salary: $160,000 - $210,000 per year
Job Details
-
Responsibilities:
1. Oversee and manage all aspects of tax compliance for trusts and estates, including federal and state income, gift, and estate tax returns.
2. Develop and implement tax planning strategies for high net worth individuals and their estates.
3. Provide guidance and support to clients on estate and trust tax matters.
4. Collaborate with internal teams and external advisors to ensure that all tax strategies are aligned with the client's financial goals and objectives.
5. Stay informed on current tax laws and regulations and communicate any changes that may impact clients to the appropriate parties.
6. Conduct research on complex tax issues and provide solutions that minimize tax liability and increase client wealth.
7. Review and approve trust and estate tax work papers and returns prepared by junior staff.
8. Foster and maintain client relationships, ensuring high levels of client satisfaction.
Qualifications:
1. Certified Public Accountant (CPA) designation is required.
2. Minimum of 5 years of experience in tax planning and compliance for trusts and estates.
3. In-depth knowledge of federal and state tax laws and regulations related to trusts and estates.
4. Strong understanding of fiduciary tax and estate planning strategies.
5. Excellent analytical and problem-solving skills.
6. Strong communication and interpersonal skills, with the ability to explain complex tax issues in a clear and concise manner.
7. Proven leadership skills, with experience managing and mentoring junior staff.
8. Ability to work independently in a fully remote environment, with strong organizational skills and the ability to manage multiple projects simultaneously.
9. Proficiency in tax preparation software and Microsoft Office Suite.
A bit about us:
-
Come work with the best of the business. We are seeking a Tax Director with ideally entertainment business management experience to join our team!
Why join us?
-
Compensation: 160-210K + Potential Sign on Bonus + Annual Bonus + so much more!
Extremely Competitive Benefits Package
5-15% year over year raises
4+ weeks PTO + All federal Holidays - summer Fridays & more!
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
#accounting-finance #cpa #estate #trust #fiduciary #tier2
💡 Quick Summary
Seeking a career-building opportunity? The Fully Remote Senior Tax Manager - Trusts and Estates position is now open for candidates interested in the Accountant Jobs sector. This role in Pleasanton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
