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Senior Tax Manager - Public Accounting - Estate and Trust Tax

Southwest Accounting Resources

  • Chandler, Arizona
  • 30+ days ago

    Highlights

    Job responsibilities: Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting. Growing CPA firm with offices in Scottsdale and Chandler, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff.

    Numbers & Facts

    LocationChandler, Arizona

    Description

    Growing CPA firm with offices in Scottsdale and Chandler, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff.Job responsibilities:
    • Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting.
    • Review and sign tax returns, and manage projects associated with individuals, partnerships, and S corporations.
    • Provide tax planning and consulting to individuals and businesses.
    • Tax planning and preparation of fiduciary income tax returns.
    • Research and manage complex tax matters.
    • Supervise, train, and mentor staff, seniors, and supervisors.
    • Act as a technical resource and mentor.
    • Build and develop new business.
    • Maintain and nurture existing client relationships.
    • Develop and network with referral sources.
    • Consult with clients gathering information, resolving problems, and recommending solutions.
    Required Background:
    • Bachelor’s degree in Accounting or Finance Required, Masters in Tax a plus
    • 10+ years of tax experience in public accounting.
    • Active CPA license.
    • Management experience in public accounting firm.
    • Ability to work as part of a client service team with staff, managers, and partners.
    • Self-starter with ability to multitask and complete assignments within deadline constraints.
    • Professionalism, dependability, integrity, trustworthiness, and cooperative attitude.
    • Excellent project management, analytical, interpersonal, oral and written communication skills.
    • Strong organizational skills and attention to detail.
    For immediate consideration email your resume in at Word.Doc to Thyra at thyra@southwestaccountingresources.com

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