Tax Manager - Trusts & Estates

Professional Outlook
Salem, OR
Permanent

SUPERVISING SENIOR TAX ACCOUNTANT - SALT

Well, established, highly profitable regional CPA firm seeks a Supervising Tax Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression.

Responsibilities

  • Manages and delegates Specialty Tax research projects to achieve an accurate and efficient product.
  • Participates actively in client meetings and tax planning efforts to assist the Tax Department with larger clients.
  • Acts as a Specialty Tax / State and Local Tax (SALT) resource for tax preparers / specialists and A&A staff on specific tax issues and / or questions.
  • Assumes client service responsibility. Works directly with clients where the responsibility is delegated from the partner or manager.
  • Communicates to the appropriate firm personnel important tax developments affecting the firm's clients.
  • Delegates and manages tax audits and tax appeal matters; may represent the client before the appropriate taxing authorities for meetings such as hearings / appeals.
  • Prepares written technical memorandum to the appropriate taxing authorities and written correspondence to clients. Has strong client interaction skills (verbal and written).
  • Prepares other reports and projects as requested from time to time by the partners or manager.
  • Participates in firm's practice development efforts through involvement with referral sources, community and industry activities.

Supervisory Responsibilities :

  • Responsible for the development and training of senior, semi-seniors and staff accountants.
  • Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.

Qualifications

  • At least five (5) years of experience in public accounting, demonstrating a proven progression in tax return complexity, scope, and research.
  • At least two (2) years of experience representing clients before taxing authorities.
  • Minimum of one (1) year experience supervising and directing work of tax preparers.
  • Bachelor's degree in accounting required, master's degree in taxation preferred.
  • Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
  • CPA or J.D. certification (or working towards certification).
  • Demonstrated knowledge of current tax laws.
  • Proficiency in use of Microsoft Office, tax preparation, tax research, and tax planning software programs.
  • 30+ days ago
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