Tax Manager: Estate Planning Services

PYA
Brentwood, TN, USA
Full-time

Job Details

Description

You can research our rankings, awards, growth, and accolades. You can see we’ve achieved 40 years of growth, that we’ve maintained private ownership, that we work in every state with some of the largest brands in the world and with local businesses on their way there.

All our success branches out from a simple phrase our core values statement at PYA, We Serve to Solve. Again it’s not about us.

We know the best people will challenge assumptions. They’ll bring their skills and backgrounds to shape their roles, grow into them, change them, improve them.

They can’t help it. In fact, we’re counting on it. That being said, here are some of the broad strokes of our Tax Manager leadership position which will support the Individual Tax and Estate Planning Services Service Line.

Responsibilities :

  • Lead and assist in the planning and management of estate & trust tax compliance and advisory services for PYA’s high-net-worth clients
  • Become a trusted advisor to clients needs for estate & trust planning, reporting, and compliance in regards to taxation.
  • Engage in business development activities to continue to meet the needs of high net-worth individuals in the marketplace, and grow this service offering within strategic areas
  • Develop a team of tax consultants and other service line subject matter experts to deliver exceptional client service to high-net-worth clients and all PYA clients

Qualifications :

  • 5 + years of tax and accounting experience with a national public accounting and / or consulting firm
  • CPA or EA license is preferred
  • Previous experience with individual, estate, gift, trust, foundation, and partnership taxation preferred
  • Client-oriented work ethic, committed to high-quality results
  • Creative problem solver with a high level of strategic, analytical, and conceptual skills and a passion for helping clients

About PYA :

Focused on work-life integration and a culture of service, PYA offers a comprehensive benefits package which includes flexible work options.

Serving clients in all 50 states from offices in seven cities, PYA is ranked by INSIDE Public Accounting as one of the nation’s Top 100 largest CPA firms, with the third-highest percentage of female ownership within that group.

Forbes has recognized PYA one of America’s Best Tax and Accounting Firms for the last two years. Accounting Today has highlighted PYA as One of the most successful firms in the country.

Modern Healthcare ranks PYA among the nation’s Top 20 healthcare consulting firms, and PYA is one of the Top 15 auditors of the nation’s largest health systems.

This success is the result of four decades of steadfast adherence to a culture of responsiveness, integrity and relationships both with clients and colleagues "The PYA Way.

30+ days ago
Related jobs
PYA
Brentwood, Tennessee

Individual Tax and Estate Planning Services. Lead and assist in the planning and management of individual tax compliance and advisory services. Be a trusted advisor for individual tax needs by building client relationship, managing projects, providing detailed review and signature to tax documents. ...

Carter-Haston Real Estate Services, Inc.
Nashville, Tennessee

Responsibilities? As an Assistant Community Manager, you are responsible for assisting the Community Manager with managing the day-to-day operations of your assigned community, exemplifying Carter-Haston's management philosophy based on our Five Basic Fundamentals of Successful Property Management, ...

PwC US Tax LLP
Nashville, Tennessee

SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. De...

BDO
Nashville, Tennessee

The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Private Client Services (PCS) Manage...

CyberCoders
Nashville, Tennessee
Remote

If you are a Tax Manager Estate & Trust with experience, please read on!. Review complex tax returns: individual (1040), estate (1041) and some partnership (1065) tax returns. So, if you are a Tax Manager Estate & Trust with experience, please apply today!. Review complex tax computations, workpaper...

BDO
Nashville, Tennessee

The Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while act...

BDO USA, LLP
Nashville, Tennessee

Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities including preparation and review of gift tax and estate tax returns. The Private Client Services Senior Manager is responsible for providing tax and consultin...

Deloitte
Nashville, Tennessee

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and ...

PYA
Brentwood, Tennessee

Serve in a leadership role on client projects, including planning and project management, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects with exceptional client service. Previous tax experience with healthcare, including physician practices, rea...

Deloitte
Nashville, Tennessee

Does working with tax-exempt organizations peak your interest? Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you enjoy providing federal tax compliance and consulting services to dynamic clients across a variety of non-profit industries? D...