Trusts and Estate Tax Manager

Gables Search Group

Phoenix, AZ

Apply

JOB DETAILS

SALARY

$100,000–$150,000 Per Year

SKILLS

Accounting, Certified Public Accountant (CPA), Communication Skills, Consulting, Customer Relations, Estate Management, Fiduciary, Finance, Income Tax, Maintain Compliance, Multitasking, People Management, Process Improvement, Regulations, Regulatory Compliance, State Tax, Tax Regulations, Tax Returns, Team Player, Time Management, Training/Teaching, Work From Home

LOCATION

Phoenix, AZ

POSTED

6 days ago

Our client in North Central Phoenix is looking for an experienced Trusts and Estates Tax Manager. This is a hybrid role (3 in office/2 wfh) with a base salary of $100,000 - $150,000 depending on experience.

Responsibilities:

Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
Ensure compliance with legal and tax requirements for trust and estate entities
Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines
Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
Proactive approach to process improvement and regulatory changes

Background required:

Bachelor's degree in Accounting or Finance
5+ years of specialized experience in trust and estate tax
CPA strongly preferred
Self-motivated
High ethical standards and integrity
Client-focused mindset and ability to manage multiple priorities
Work well in a team environment
Excellent communication skills

About the Company

Gables Search Group

Gables Search Group headquartered in Cleveland, Ohio has been a leader in search and placement nationwide since 2002. Our company specializes in both direct and contract (temporary) staffing in all industries and disciplines.

At Gables Search Group, we connect exceptional professionals with outstanding organizations. Our commitment to integrity, excellence, partnership, innovation, and respect sets us apart. With a personalized approach to recruitment, we ensure the perfect match between candidates and employers.

Whether you are a talented professional seeking new opportunities or an organization looking to build a high-performing team, Gables Search Group is here to guide you through the journey. Our success is built on the success of our clients and candidates, and we are dedicated to making a positive impact on the careers and businesses we serve.

COMPANY SIZE

50 to 99 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2002

WEBSITE

https://www.gablessearch.com/