Overview
Join to apply for the Tax Senior Manager - High Net Worth role at Carr, Riggs & Ingram (CRI). At CRI, your career path is yours to shape. We believe your career should adapt to your life, not the other way around. Explore our opportunities and learn how CRI can help you reinvent your career path and shape your future.
We are dedicated to uniting your professional passions with your personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts. This is an excellent opportunity to advance toward Partnership.
Essential Functions:
- Preparation and initial review of 1041 trust and estate income tax returns
- Preparation of fiduciary accountings, knowledge of state statutes and familiarity with document review as it applies to a fiduciary accounting
- Analyze tax issues and reach conclusions
- Perform diversified accounting and tax assignments under the direction of a senior manager or partner
- Demonstrate competency in technical skills, work quality, and application of professional and firm standards
- Meet time constraints and client deadlines
- Participate in firm training courses to further develop technical skills; ability to train others
- Provide excellent client service by producing quality work, quick turnaround, and attentive service
- Ability to develop and maintain client and referral relationships
Qualifications
- Must have fiduciary experience; law firm or trust department experience will be considered
- 8+ years’ experience in preparation and review of 1041, 706 and 709 returns, high net worth 1040 preparation and planning affecting estate and gift tax returns
- Trust department or accounting firm family private office fiduciary tax and/or administration experience would be considered
- Experience with preparation and review GST issues associated with 706, 709, 706-GS (D) and 706 GS (T) filings
- In addition to CPA, the following designations are strongly preferred: EA, CFTA, CFP, PFS, and PFP
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CRI will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
CRI is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. The profession and our communities widely acknowledge our commitment to delivering tailored solutions to help ensure client success. We stand out through our collaborative, client-focused approach, offering personalized services backed by deep industry knowledge. Clients trust CRI as a dedicated partner who understands their unique needs and ensures support at every step. To learn more about the industries we serve, our service offerings, and our family of companies please visit us at
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Accounting/Auditing and Finance
Industries
- Business Consulting and Services