Tax Manager: Estate Planning Services
Job Description
Job Description
You can research our rankings, awards, growth, and accolades. You can see we’ve achieved over 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.
Ranked among the top CPA firms in the nation by USA Today, Forbes, and INSIDE Public Accounting, PYA is also a leader in the percentage of female ownership.
We are a Top 15 auditor of the nation’s largest health systems and are consistently ranked as one of the country’s Top 20 healthcare consulting firms by Modern Healthcare.
Serving clients in all 50 states from our headquarters in Knoxville, as well as offices in Atlanta, Charlotte, Kansas City, Nashville, and Tampa, PYA provides expertise in tax, audit and assurance, IT, and management consulting.
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 .
Learn more at pyapc.com .
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