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Estates & Trust Manager

2 months ago

Portland, United States Delap LLP Full time

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.

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