Growing CPA firm with offices in Scottsdale and Chandler, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff.
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 :
- Bachelor’s degree in Accounting or Finance Required, Masters in Tax a plus
- 10+ years of tax experience in public accounting.
- Active CPA license.
- Management experience in public accounting firm.
- Ability to work as part of a client service team with staff, managers, and partners.
- Self-starter with ability to multitask and complete assignments within deadline constraints.
- Professionalism, dependability, integrity, trustworthiness, and cooperative attitude.
- Excellent project management, analytical, interpersonal, oral and written communication skills.
- Strong organizational skills and attention to detail.
Senior Tax Manager - Public Accounting - Estate and Trust Tax
Growing CPA firm with offices in Scottsdale and Chandler, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff. Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, t...
Senior Tax Manager
Provide technical tax expertise regarding tax-efficient structures and planning, review US tax estimates and projections. Research and manage complex tax matters, including planning and compliance, and respond to inquiries from regulatory authorities. Computer proficiency with software programs such...
Tax Seniors and Supervisors - Public Accounting
Growing CPA client with offices in Chandler and Scottsdale, Arizona is looking to add a couple Tax Seniors and Supervisors to their staff due to growth. Perform tax research and prepare tax research memoranda. Tax Seniors and Supervisors will. Prepare and review individual, corporate, and partnershi...
Tax Manager - Public Accounting
Advise clients on corporate, partnership, individual and trust and estate tax services. Provide both leadership and supervision to Tax Seniors and Staff. Ability to be a creative thinker and provide value and ideas to clients and the Firm. Growing CPA firm in North Phoenix is looking to add a Tax Ma...
Senior Vice President, Finance and Accounting, Controller, NA
Team members proactively engage in solving problems through close collaboration with internal and external stakeholders in the development and implementation of continuous process improvements by maximizing the use of our technology resources, and continuing education to improve accounting operation...
Tax Manager and Tax Senior
You must have 4+ years’ of recent public accounting tax experience including preparing/reviewing complex tax returns for high net worth individuals, partnerships, C and S corporations, estates and trusts. Title could be Tax Senior Manager for a stronger candidate. Incumbent should be able to researc...
Tax Manager and Tax Senior
You must have 4+ years’ of recent public accounting tax experience including preparing/reviewing complex tax returns for high net worth individuals, partnerships, C and S corporations, estates and trusts. Title could be Tax Senior Manager for a stronger candidate. Incumbent should be able to researc...
Senior Manager of Tax
As a senior tax manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior tax manager will be a tax enthusiast, thoug...
Tax Senior and/or Tax Manager
Company is offering a project manager position in. Nashville, TN, and surrounding areas. To be considered for this position, you must have previous project management experience in the water and waste-water construction industry. Managing cost and "Work In Progress" projections. ...
Audit Senior/ Manager - Public Accounting - Hybrid/Remote
Responsibilities include planning, directing, and completing audits; developing and managing staff; and reviewing financial statements and related technical accounting issues. For audit manager positions (1) CPA and five to seven years of progressive audit experience in public accounting;. The Audit...