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 in Scottsdale, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff.
Numbers & Facts
Location
Scottsdale, Arizona
Website
southwestaccountingresources.com
Description
Growing CPA firm in Scottsdale, 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