Tax Manager: Estate Planning Services

3 weeks ago


Helena, United States PYA, P.C. Full time

Job Description Job Description You can research our rankings, awards, growth, and accolades. You can see weve achieved 40 years of growth, that weve maintained private ownership, that we work in every state with some of the largest brands in the world and with local businesses on their way there. All our success branches out from a simple phraseour core values statementat PYA, We Serve to Solve. Againits not about us.We know the best people will challenge assumptions. Theyll bring their skills and backgrounds to shape their roles, grow into them, change them, improve them. They cant help it. In fact, were counting on it. That being said, here are some of the broad strokes of our Tax Manager leadership position which will support the Individual Tax and Estate Planning Services Service Line.Responsibilities:Lead and assist in the planning and management of estate & trust tax compliance and advisory services for PYAs high-net-worth clientsBecome a trusted advisor to clients needs for estate & trust planning, reporting, and compliance in regards to taxation.Engage in business development activities to continue to meet the needs of high net-worth individuals in the marketplace, and grow this service offering within strategic areasDevelop a team of tax consultants and other service line subject matter experts to deliver exceptional client service to high-net-worth clients and all PYA clientsQualifications:5 + years of tax and accounting experience with a national public accounting and/or consulting firmCPA or EA license is preferredPrevious experience with individual, estate, gift, trust, foundation, and partnership taxation preferredClient-oriented work ethic, committed to high-quality resultsCreative problem solver with a high level of strategic, analytical, and conceptual skills and a passion for helping clientsAbout PYA:Focused on work-life integration and a culture of service, PYA offers a comprehensive benefits package which includes flexible work options.Serving clients in all 50 states from offices in seven cities, PYA is ranked by INSIDE Public Accounting as one of the nations Top 100 largest CPA firms, with the third-highest percentage of female ownership within that group. Forbes has recognized PYA one of Americas Best Tax and Accounting Firms for the last two years. Accounting Today has highlighted PYA as One of the most successful firms in the country. Modern Healthcare ranks PYA among the nations Top 20 healthcare consulting firms, and PYA is one of the Top 15 auditors of the nations largest health systems.This success is the result of four decades of steadfast adherence to a culture of responsiveness, integrity and relationshipsboth with clients and colleagues' The PYA Way .Learn more at pyapc.com .#J-18808-Ljbffr

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