Regal Executive Search
Senior Tax Manager - Trusts and Estates
Regal Executive Search, Beverly Hills, California, United States, 90211
Overview
Senior Tax Manager - Trusts and Estates. Our firm is assisting a CPA Firm in the West LA area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior Manager position. Responsibilities
Direct multiple engagements and oversee the delivery of tax services in the trusts and estates practice. Review fiduciary income tax returns for estates and trust accounts, including the decedent's final individual tax return; review trust fiduciary income tax returns and individual returns. Analyze estate planning documents (wills, codicils and trust instruments) to determine the proper tax treatment of assets and liabilities. Develop postmortem tax-saving strategies for estate accounts. Provide oversight and direction to a team of tax specialists. Qualifications
CPA certification Recent Public Accounting experience Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting Minimum of five years’ experience in the preparation and review of fiduciary income tax returns; seven years or more preferred Experience with Partnerships and S Corporations preferred Prior client management experience Other Information
Equal opportunity employer To apply, send resume in Word format with current salary for review and immediate interview. Related Jobs
Controller — West Hollywood, CA CFO — La Palma, CA VP Accounting Advisory — Los Angeles, CA
#J-18808-Ljbffr
Senior Tax Manager - Trusts and Estates. Our firm is assisting a CPA Firm in the West LA area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior Manager position. Responsibilities
Direct multiple engagements and oversee the delivery of tax services in the trusts and estates practice. Review fiduciary income tax returns for estates and trust accounts, including the decedent's final individual tax return; review trust fiduciary income tax returns and individual returns. Analyze estate planning documents (wills, codicils and trust instruments) to determine the proper tax treatment of assets and liabilities. Develop postmortem tax-saving strategies for estate accounts. Provide oversight and direction to a team of tax specialists. Qualifications
CPA certification Recent Public Accounting experience Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting Minimum of five years’ experience in the preparation and review of fiduciary income tax returns; seven years or more preferred Experience with Partnerships and S Corporations preferred Prior client management experience Other Information
Equal opportunity employer To apply, send resume in Word format with current salary for review and immediate interview. Related Jobs
Controller — West Hollywood, CA CFO — La Palma, CA VP Accounting Advisory — Los Angeles, CA
#J-18808-Ljbffr