Senior Manager

4 weeks ago

Fargo, United States Energy Jobline ZR Full time

Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub. We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy and engineering jobs, and work with the leading energy companies worldwide. We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers. Job DescriptionJob Description Senior Manager – Transfer Tax Technical Research and Compliance serves as a subject matter expert on federal and state transfer tax matters, including estate, gift, and -skipping transfer (GST) taxes. This role is responsible for overseeing the technical accuracy, quality, and efficiency of complex transfer tax return engagements, providing in-depth research and guidance on sophisticated estate planning strategies, and supporting client service teams with technical expertise and training. This position is ideal for an experienced tax professional with deep knowledge of transfer tax law, a passion for technical research, and the ability to translate complex concepts into practical guidance for clients and internal teams. Essential Position Responsibilities: · Conduct comprehensive technical research on federal and state transfer tax issues, including estate, gift, and GST taxation; prepare written analyses and planning recommendations. · Conduct comprehensive research on income tax issues, including fiduciary income tax; prepare written analyses and planning recommendations. · Review and interpret legal documents (wills, trust agreements, buy-sell agreements) in the context of estate tax compliance and planning. · Oversee the preparation, review, and filing of federal and state estate (Form 706) and gift (Form 709) tax returns. · Serve as an internal resource, providing technical guidance and proactive recommendations on estate and trust matters. · Mentor and train staff in estate and trust compliance and technical research. · Monitor changes in estate and trust tax law and advise firm leadership on implications. · Partner with accounting team, wealth solutions team and attorneys to design and implement estate planning, trust administration, and business succession strategies. Requirements · Bachelor’s Degree in in accounting or related field required · 5+ years of experience in tax law, including transfer tax and fiduciary income tax, preferably in public accounting · Licensed CPA · Strong technology skills · Ability to work on multiple projects and meet deadlines · Ability to communicate clearly in writing and verbally · Team player · Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, insurance, flexible spending accounts and a flexible time off and paid leave program. If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.

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