Insite US
Director - Head of UK & US Recruitment at Insite Group
I am currently partnered with a Mid-Size CPA firm who are seeking an experienced Tax Manager specializing in Trusts and Estates to join their dynamic team. As a key member of the tax department, you will be responsible for overseeing and managing all aspects of trust and estate tax compliance and planning for clients. Responsibilities
Develop and implement tax strategies for trusts, estates, and high-net-worth individuals to minimize tax liabilities and ensure compliance with relevant regulations. Provide expert guidance on complex tax matters related to estate planning, gifting, and wealth transfer strategies. Review and prepare tax returns, including Forms 1041, 706, and 709, ensuring accuracy and compliance with current tax laws. Collaborate with clients, attorneys, and financial advisors to provide comprehensive tax planning and advisory services. Stay updated on changes in tax laws and regulations affecting trusts and estates, and communicate their impact on clients\' financial strategies. Qualifications
Bachelor\'s degree in Accounting, Finance, or related field (Master\'s degree or CPA preferred). Experience in trust and estate tax planning and compliance. Strong knowledge of tax laws and regulations related to trusts, estates, and high-net-worth individuals. Excellent analytical and problem-solving skills with a keen attention to detail. Ability to communicate complex tax concepts effectively to clients and team members. Proficiency in tax preparation software and Microsoft Office Suite. MUST currently be working in a CPA firm Competitive salary commensurate with experience. Professional development opportunities and a supportive work environment.
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I am currently partnered with a Mid-Size CPA firm who are seeking an experienced Tax Manager specializing in Trusts and Estates to join their dynamic team. As a key member of the tax department, you will be responsible for overseeing and managing all aspects of trust and estate tax compliance and planning for clients. Responsibilities
Develop and implement tax strategies for trusts, estates, and high-net-worth individuals to minimize tax liabilities and ensure compliance with relevant regulations. Provide expert guidance on complex tax matters related to estate planning, gifting, and wealth transfer strategies. Review and prepare tax returns, including Forms 1041, 706, and 709, ensuring accuracy and compliance with current tax laws. Collaborate with clients, attorneys, and financial advisors to provide comprehensive tax planning and advisory services. Stay updated on changes in tax laws and regulations affecting trusts and estates, and communicate their impact on clients\' financial strategies. Qualifications
Bachelor\'s degree in Accounting, Finance, or related field (Master\'s degree or CPA preferred). Experience in trust and estate tax planning and compliance. Strong knowledge of tax laws and regulations related to trusts, estates, and high-net-worth individuals. Excellent analytical and problem-solving skills with a keen attention to detail. Ability to communicate complex tax concepts effectively to clients and team members. Proficiency in tax preparation software and Microsoft Office Suite. MUST currently be working in a CPA firm Competitive salary commensurate with experience. Professional development opportunities and a supportive work environment.
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