Salary: $125k - 145k per year
Reference: 157455 - JS
Tax Manager (Trust & Estate)
Our client is looking for experienced tax professionals with a background in servicing high net worth and family office clients to join their growing team. This position offers unlimited PTO, industry leading work-life balance, and work from home flexibility!
Responsibilities:
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Providing tax compliance and advisory services to High Net Worth Individuals, including their closely related businesses, trusts, and exempt organizations
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Leading teams of seniors and staff accountants
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Oversee planning and scheduling of engagements
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Research complex tax issues
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Ensure quality of work product
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Monitor work-flow
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Coach/mentor individual team members
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Provide formal and informal feedback
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Communicate progress to partners
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Develop and maintain strong client relationships with client personnel and prospective clients
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Work closely with clients to advise on income tax issues and related tax planning
Requirements:
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5+ years of experience depending on relevant work experience preferred.
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Bachelor's degree in accounting or related major; Master's Degree in a plus
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Licensed CPA
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Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning experience a preferred
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Ability to identify and propose resolutions to complex income tax issues.
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Demonstrated advanced project management skills.
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Ability to utilize firm technology to enhance client service.
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Excellent research skills.
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Strong technical aptitude and communication skills
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Ability to work independently
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Has proven experience in leading and supervising a team
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Can learn, teach, and supervise in a fast paced environment and is receptive to feedback and coaching
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Ability to multi-task, prioritize responsibilities, and take initiative on projects
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Has high attention to detail
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Has a positive attitude and a team player mentality with a can-do spirit
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Microsoft Office skills must all be strong
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
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