Estate and Trust Tax Senior Manager

4 weeks ago

Bethesda, United States GRF CPAs & Advisors Full time
Job DescriptionJob Description

Summary of Responsibilities:

The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.

Essential Functions:

1. Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations.

2. Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary.

3. Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.

4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients.

5. Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions.

6. Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients.

7. Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.

8. Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements.

9. Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs.

10. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns.

11. Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters.

12. Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate.

13. Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities.

14. Technical expertise in international tax issues and forms including Forms 706, 5227, and 1041.

Other Functions:

  1. Prepares other reports and projects as requested from time to time by the partners.
  2. Researches and evaluates tax preparation and tax research software for recommendation to partners.
  3. Performs such other duties as may be assigned.

Requirements

Educational and Experience Requirements:

  • Bachelor's degree in accounting required; Master's degree in taxation preferred.
  • 6-12 years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities.
  • A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.
  • Must participate regularly in career development program to improve managerial, communication, and people skills.

Required Licenses, Certificates, Knowledge, or Skills:

A current and valid certified public accountant's license is required. Must be a member in good standing with the AICPA. Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.

Benefits

This is a full time position with option to work remotely or at our headquarters in Bethesda, MD. Our office is located 2 blocks from the metro. Our benefits include a 401(k) plan, paid individual medical and a culture that fosters flexibility and career development. We look forward to hearing from you

GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.

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