Senior Tax Manager - Public Accounting - Estate and Trust Tax

Senior Tax Manager Focusing On Estate And Trust Tax

A growing CPA firm with offices in Scottsdale and Chandler, Arizona is looking to add a Senior Tax Manager. The focus will be on Estate and Trust Tax.

Job Responsibilities :

• Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting.
• Review and sign tax returns, and manage projects associated with individuals, partnerships, and S corporations.
• Provide tax planning and consulting to individuals and businesses.
• Tax planning and preparation of fiduciary income tax returns.
• Research and manage complex tax matters.
• Supervise, train, and mentor staff, seniors, and supervisors.
• Act as a technical resource and mentor.
• Build and develop new business.
• Maintain and nurture existing client relationships.
• Develop and network with referral sources.
• Consult with clients gathering information, resolving problems, and recommending solutions.

Required Background :