Tax Senior Manager/Principal

1 day ago


Rochester, New York, United States Jobot Full time
Job Summary

Jobot is seeking a highly skilled Tax Senior Manager/Principal to lead our trust and estate tax services team. As a key member of our senior leadership team, you will be responsible for overseeing tax compliance and advisory services, with a focus on trust and estate taxation.

Key Responsibilities
  • Prepare and review fiduciary income, gift, and estate tax returns
  • Oversee estate and trust fiduciary accounting and reporting
  • Collaborate with fiduciaries, attorneys, and relevant professionals on tax matters
  • Advise clients on estate planning and coordinate the development of comprehensive plans
  • Lead and mentor team members, providing guidance on technical tax issues
  • Manage administrative aspects of trust and estate matters, ensuring compliance and deadlines are met
Requirements
  • Bachelor's degree in Accounting, Finance, Tax, Law, or related field
  • CPA, EA, or attorney license required
  • Minimum of 10 years of experience in tax or related professional services
  • Strong leadership and problem-solving abilities
  • Excellent communication skills, both written and verbal
  • Proficiency with CCH or similar tax applications and Microsoft Suite preferred
Why Join Us?

Jobot offers a competitive salary, 16 paid holidays, a vacation package, and unlimited sick time. We also offer flexible work arrangements, ongoing career and professional development opportunities, and comprehensive medical, dental, and vision benefits.



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