Vale Group has partnered with a growing regional Accounting firm with deep roots in the OC for over 100 years, who is actively searching for an experienced Estate and Trust Manager/Senior Manager for an opportunity paying $120,000 - $175,000 annually, based on experience. This role is ideal for someone with a strong background in Trust services, fiduciary income tax returns, estate tax, estate planning, and proven experience in Trust & Estate. If you're ready to take your career to the next level in a dynamic and collaborative environment, this could be the perfect opportunity for you.
Benefits of the Tax Manager role include:
- Excellent career growth opportunities
- Competitive compensation
- Comprehensive benefits package
Requirements of the Tax Manager:
- More than four years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
- Bachelor’s degree in accounting or a related field (Master of Tax preferred)
- CPA or Bar License required
- Reviewed or performed compliance on numerous fiduciary income and estate tax returns
- Interpreted wills and trusts pertaining to estate and fiduciary income tax returns
- Minimum of 2 years of experience supervising and training staff
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and experience with software pertaining to estate tax returns, estate planning, trust accounting and income tax returns
- Excellent communication and interpersonal skills
- Ability to network and develop client relationships
Responsibilities of the Tax Manager:
- Advise clients on trust and estate tax matters
- Oversee proprietary tax strategy analysis and calculations for clients
- Continue building strong client relationships through networking and business development
- Keep team members informed of current tax practices and changes in tax laws
- Provide leadership and mentorship to Tax Seniors and Staff, ensuring their growth and development
If this sounds like you or someone you know, click Apply or share the job today!
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