![Delap LLP](https://media.trabajo.org/img/noimg.jpg)
Estates & Trust Manager
2 months ago
Delap, one of Oregon's largest locally owned accounting and financial services firms, delivers innovative and proactive financial solutions to businesses, business owners, and wealthy individuals. Delap provides a full range of services including Business Advisory, Assurance, Tax, IT Assurance, Wealth Advisory, Cybersecurity, Managed IT Services, and Client Recruiting across all industries to help clients meet their strategic goals and business needs.
We are proud to have been named by both Oregon Business Magazine & the Oregonian as a top workplace for multiple years, including being voted the #1 medium-sized company in 2019 by the Oregonian (100-500 employees). We've also recently been named the #6 Most Admired Company in Oregon and one of the Healthiest Employers in Oregon by the Portland Business Journal.
Our proactive approach, client-centric mindset, and team spirit proves our commitment to investing in the success of others – our clients, our employees, and our community.
The Estates & Trust Manager will provide leadership and be responsible for the quality delivery of services to exceed the expectations of our clients. The individual will also be responsible for the development and motivation of the engagement team and provide the staff/seniors with leadership, counseling, and career guidance. Our firm is committed to providing our team with the resources, coaching, and opportunities to fuel their career passions and provide value to our clients.
Delap Core Values:
Engagement
– Bring energy, excitement, and positivity to the job. Commit to high levels of quality and client service. Be willing to go above and beyond.
Teamwork
– Take time to teach, encourage, and support others. Effectively communicate and actively collaborate. Focus on team success.
Adaptability
– Seek opportunities to learn and continually improve. Request feedback and use it to grow. Adjust to challenges to necessary changes with flexibility.
Responsibilities:
Review individual, fiduciary, estate and gift tax returns and related income tax workpapers.
Provide exceptional fiduciary, personal income, gift, and estate tax compliance services as well as estate planning advisory services.
Review and analyze account statements from various brokerage houses and financial institutions’ mutual fund statements.
Review estate and trust fiduciary accountings.
Reviews inventories and accountings and understands and manages the probate process.
Handle Federal and State tax notices and audits.
Research Federal, State, and International tax laws, prepare tax memorandums on technical topics and develop tax savings strategies.
Review and analyze estate planning related legal documents.
Requirements:
5+ years of public accounting experience with a focus on trust, estates, and gift matters.
Bachelor’s degree in Accounting or related field and a CPA is required.
Extensive experience in Tax Advisory and Estate/Trust planning and compliance.
Exceptional communication skills. Both oral & written.
Previous experience with reviewing fiduciary, gift, and estate tax returns.
Strong organizational and leadership skills.
Excellent analytical skills and judgment.
Benefits & Compensation:
The firm offers a competitive compensation & benefit package that includes five weeks of PTO and a phenomenal 401(k)/Profit Sharing Plan. The target compensation for this role includes a range of $100,000 to $120,000.
Collaborative work environment in a virtual environment. Flexible schedule.
Positive emphasis on health & wellness. Frequent Wellness Challenges and a premium subscription to the Calm App.
Professional Development – we have an established Coaching program, leadership training to assist employees in finding and cultivating their passion at Delap.
EEO Statement:
Delap LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Note:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee will possess the skills, aptitudes, and abilities to perform each duty proficiently.
Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
#J-18808-Ljbffr
We have other current jobs related to this field that you can find below
-
Tax, Estate
2 months ago
Portland, United States Geffen Mesher & Company PC Full timeJob DescriptionJob DescriptionDescription:Tax, Estate & Trust ManagerPortland, ORGeffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering...
-
Tax, Estate
1 month ago
Portland, United States Geffen, Mesher & Company, Pc Full timeTax, Estate & Trust Experienced Staff Portland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We...
-
Legal Assistant
3 months ago
Portland, United States Tonkon Torp LLP Full timeTonkon Torp, a prominent, full-service firm in Portland, Oregon, is looking for a motivated and detail-oriented Trusts & Estates Legal Assistant to join our busy Trusts & Estate Department immediately. Ideal candidates should possess excellent organizational and proofreading skills, be able to coordinate with support teams and administrative agencies, and...
-
Tax, Estate
3 months ago
Portland, United States Geffen Mesher & Company PC Full timeJob DescriptionJob DescriptionDescription:Tax, Estate & Trust Experienced StaffPortland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and...
-
Tax, Estate
3 months ago
Portland, United States Geffen Mesher & Company PC Full timeJob DescriptionJob DescriptionDescription:Tax, Estate & Trust Experienced StaffPortland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and...
-
Portland, United States Portland State University Full timeAdjunct Instructor, Real Estate Property ManagementCenter for Real Estate, Portland State UniversityRole DescriptionThe position is for a contract Adjunct Instructor teaching Spring, Summer and Fall classes of BA 332U, Property, Management and Society. Property, Management and Society is an introductory course towards attaining a Certificate/Minor in Real...
-
Portland, United States Portland State University Full timeAdjunct Instructor, Real Estate Property ManagementCenter for Real Estate, Portland State UniversityRole DescriptionThe position is for a contract Adjunct Instructor teaching Spring, Summer and Fall classes of BA 332U, Property, Management and Society. Property, Management and Society is an introductory course towards attaining a Certificate/Minor in Real...
-
Tax Manager, Real Estate
1 month ago
Portland, United States Geffen Mesher & Company PC Full timeJob DescriptionJob DescriptionDescription:Tax Manager, Real EstatePortland, ORGeffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering...
-
Real Estate Agent
1 month ago
Portland, United States NetWorth Realty USA Full timeJob DescriptionJob DescriptionDetails: Full Time; Outside/Inside SalesPay Structure: Commission, Bonuses and IncentivesIncome: 1st year on target earnings: $89,000Requirements:Active Real Estate license or be willing to get one.Reliable transportationInterest in Outside/Inside salesCollege degree preferredClick here for a short video about what we do at...
-
Real Estate Specialist
5 days ago
Portland, United States Collabera Full timeJob Title: Network Real Estate Specialist Duration: 12 months Location: Portland, OR and Bellevue, WA Pay Range: 40/hr – 45/hr JOB DUTIES: Responsibilities: Primarily tasked with Microwave, property management, transport or macro leasing projects. Will be responsible for driving project completion and site acquisition Tracking vendor performance,...
-
Real Estate Specialist
5 days ago
Portland, United States Collabera Full timeJob DescriptionJob DescriptionJob Title: Network Real Estate SpecialistDuration: 12 monthsLocation: Portland, OR and Bellevue, WAPay Range: 40/hr – 45/hr JOB DUTIES:Responsibilities:Primarily tasked with Microwave, property management, transport or macro leasing projects.Will be responsible for driving project completion and site acquisitionTracking vendor...
-
Sales and Acquisitions Real Estate Agent
2 days ago
Portland, United States NetWorth Realty USA Full time $89,000 - $129,000Job DescriptionJob DescriptionAbout Us: At NetWorth Realty, we specialize in acquiring distressed real estate and then selling that real estate to buyers, who will then renovate and sell or rent that real estate. Our focus is on distressed properties, we work hard to create a win-win scenario for all parties involved. We are also proud winners of both the...
-
Managing Attorney
1 month ago
Portland, United States The Law Offices of Thomas E. Dewhurst III, PLLC Full timeJob DescriptionJob DescriptionWell-known and respected law firm located in Conway, NH is looking for an experienced and passionate attorney to continue a general practice for a retiring attorney. This is an excellent opportunity for an established attorney to be considered for a Partnership track in a firm with an existing client base in New Hampshire and...
-
Real Estate Agent
3 weeks ago
Portland, United States Redfin Full timeJoin the ranks of Redfin's top-producing real estate agents and get the best of both worlds: highly competitive commissions coupled with Redfin.com customers, benefits and support! Maximize your earnings by plugging into the Redfin platform and nation's #1 brokerage site, which gets 52 million monthly visitors and 600 million luxury listing views each year....
-
Commercial Real Estate Appraiser
2 weeks ago
Portland, United States BBG Full timeJob DescriptionJob DescriptionDescription:We are seeking a driven, motivated Certified General Appraiser capable of completing high-quality commercial real estate valuation and consulting assignments in a timely manner. Candidate must hold a Certified General License or be near completion of obtaining licensure. What we Offer:Industry-competitive fee...
-
Senior Asset Manager
2 months ago
Portland, United States Community Development Partners Full timeJob DescriptionJob DescriptionAt Community Development Partners (CDP), we are deeply proud of our track record of providing award-winning solutions to housing. We work every day to achieve our mission of creating life-enhancing affordable housing that transcends the fundamental goal of providing high quality homes by building innovative and sustainable...
-
Senior Asset Manager
3 weeks ago
Portland, United States Community Development Partners Full timeJob DescriptionJob DescriptionAt Community Development Partners (CDP), we are deeply proud of our track record of providing award-winning solutions to housing. We work every day to achieve our mission of creating life-enhancing affordable housing that transcends the fundamental goal of providing high quality homes by building innovative and sustainable...
-
Board Member
1 month ago
Portland, United States Columbia Land Trust Full timeColumbia Land Trust seeks passionate board members representing the full diversity of the Pacific Northwest to sustain and guide the organization in stewarding the vital lands, waters, and wildlife of the Columbia River region. About the Opportunity Columbia Land Trust is dedicated to conserving and caring for the vital lands, waters, and wildlife of the...
-
Property Manager
5 days ago
Portland, United States Cottonwood Residential Full timeJob DescriptionJob DescriptionHiring Immediately! Property Manager at Scott Mountain Apartments in Portland, OR!Compensation & Benefits of a Property ManagerCompetitive base pay and bonus structure!Full health, vision, dental, life and disability benefits - available within 1-30 days!Generous 401k and HSA Company match!Paid time off - 120 hours to start!9...
-
Loan Processor
1 month ago
Portland, United States Mortgage Trust Full timeJob DescriptionJob DescriptionSalary: $50-80,000, depending on experience, plus additional volume-based compensationMortgage Trust is seeking a Mortgage Loan ProcessorJoin a small, local, and nimble Portland mortgage broker that empowers its employees, clients, and referral partners to build wealth.Why Mortgage TrustWe employ people who can contribute, grow,...