Estate and Trust Tax Senior Manager

4 weeks ago


Bethesda, Maryland, United States GRF CPAs & Advisors Full time
Job Summary

GRF CPAs & Advisors seeks a highly skilled Estate and Trust Tax Senior Manager to join our team. The ideal candidate will have a strong background in tax and estate planning, with a proven track record of delivering high-quality results.

Key Responsibilities
  • Perform technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations.
  • Assume full responsibility for larger tax returns and delegate to the various tax staff as deemed necessary.
  • Delegate, manage, and perform tax research projects to achieve an accurate and efficient product.
  • Participate actively in client meetings and tax planning efforts, including wealth transfer strategies, charitable planning, and estate planning.
  • Act as a resource for tax and audit staff on training and development, as well as specific tax issues and/or questions.
  • Communicate important tax and tax developments affecting the firm's clients to the appropriate firm personnel.
  • Delegate and manage governmental tax examinations; may represent the client before the appropriate taxing authorities.
  • Maintain familiarity with qualifications of tax staff members and make appropriate assignments based on skills and engagement requirements.
  • Work to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs.
  • Assume responsibility for the smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns.
  • Possess a complete knowledge of the firm's philosophy and its opinions on tax matters.
  • Maintain knowledge of general economic and political trends, including tax or other legislation that could affect the business climate.
  • Participate in firm's marketing efforts through involvement with referral sources, community, and industry activities.
  • Technical expertise in international tax issues and forms, including Forms 706, 5227, and 1041.
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.
Benefits

This is a full-time position. Our office is located two blocks from the Bethesda Metro Station (red line). Our benefits include a 401(k) plan with profit sharing, 100% paid individual medical, life and disability insurance, student loan repayment, and a culture that fosters flexibility and career development.



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