Tax Manager

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Tax Manager

Hybrid

A prominent fiduciary services organization is seeking a Tax Manager to oversee tax documentation and handle fiduciary income tax filings for trusts.

Qualified Candidates will have the following experience:

Primary Responsibilities:

• Build collaborative relationships with Trust Administrators, Accountants, and Legal Counsel.
• Address complex tax issues, including capital gains treatment and income allocation.
• Prepare and review fiduciary tax returns and necessary state forms.
• Streamline processes for accurate and timely tax return submissions.
• Provide mentorship and training on trust taxation to team members.
• Conduct research and create tax memorandums to support positions taken.
• Handle extensions and estimated tax payments for returns.

Qualifications:

• Bachelors degree in Accounting, Finance, Taxation, or a related discipline.
• Experience in taxation, with a focus on trust-related taxation preferred.
• Familiarity with directed trust tax matters and public accounting is a plus.
• CPA license is highly desirable.
• Proficiency in Microsoft Office and tax software (CCH Axcess Tax, etc.) is essential.

In addition, my client offers an engaging work atmosphere with opportunities for professional advancement. If you are a committed tax expert, we invite you to apply. This is a full-time, direct hire role.

Application Process:
Please send your resume to I look forward to connecting with you!