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 - 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...
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 Senior and Tax Manager
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 - 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...
Tax Senior and Tax Manager
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 - 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...
Supply Chain and Operations SAP IBP Senior Manager
A Supply Chain and Operations professional who helps clients develop strategies and operating models that integrate planning, procurement, product design, manufacturing, and/or fulfillment functions within an organization, as well as connect suppliers and customers across the extended supply chains....
Tax Staff - Public Accounting
Perform tax research and prepare memoranda. Growing CPA firm in Chandler, Arizona is looking to add Tax Staff to their team:. Prepare individual, corporate, and partnership income tax returns. Professionalism, dependability, integrity and trustworthiness, combined with a cooperative attitude. ...
State Income and Franchise - Investment Management Tax Manager - Multistate
Our Multistate Tax Service’s overall practice includes state income and franchise tax for a wide variety of industries, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy. Are yo...