Tax Manager, Trusts and Estates

6 days ago


Nashville, Tennessee, United States Frazier & Deeter Full time
About the Role

Frazier & Deeter is seeking a highly skilled Tax Manager with expertise in trusts and estates to join our team. As a Tax Manager, you will play a key role in providing proactive tax savings and profitability suggestions for our clients, while also working closely with partners, staff, and clients to plan, supervise, review, and complete client engagements.

Key Responsibilities
  • Review and Manage Tax Returns: Oversee the preparation of tax returns for high net worth individual clients, business returns, and trust returns.
  • Consult with Estate/Gift Tax Experts: Collaborate with subject matter experts to develop income and estate/gift tax planning strategies for clients.
  • Provide Tax Planning and Compliance Expertise: Offer innovative tax planning, consulting, and compliance services to clients, including designing and implementing tax-planning strategies and managing to budget.
  • Develop Project Vision and Goals: Establish a project vision and set challenging personal and client service team goals.
  • Manage and Develop Staff: Supervise, train, develop, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
  • Stay Up-to-Date on Tax Laws and Regulations: Maintain knowledge on changes in tax laws and regulations and industry trends.
Requirements
  • A Bachelor's degree and/or Master's degree in Accounting.
  • Trust and Estate experience strongly preferred.
  • Active CPA license.
  • 5 to 10 years of progressive public accounting tax experience.
  • Experience with corporate taxation, individuals, and partnerships.
  • Ability to develop tax planning strategies for clients.
  • Experience supervising, training, developing, and reviewing the work of staff and senior associates.
  • Excellent verbal and written communication skills.


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