Tax Manager

5 days ago


Tucson, Arizona, United States The Workplace Advisors Full time
Job Title: Tax Manager - Trust

We are seeking an experienced Tax Manager to join our Estates and Trusts team at The Workplace Advisors.

About the Role

The successful candidate will be responsible for managing existing client relationships, reviewing the work of others, and recommending service opportunities. They will also be responsible for completing advanced level tax compliance and planning, reviewing the preparation of complex tax returns, and supervising tax projects.

Key Responsibilities
  • Completes advanced level tax compliance and planning
  • Reviews the preparation of complex tax returns
  • Supervises tax projects such as structuring, planning, projections, and research
  • Supervises, mentors, evaluates, trains, and acts as a resource to professional staff
  • Performs other accounting services and duties as assigned
Requirements
  • Ability to use and train others on complex tax systems
  • Ability to supervise, teach, mentor, and lead others
  • Proficient in tax and accounting research
  • Strong communication, organizational, analytical, and leadership skills
Qualifications
  • Bachelor's Degree in Accounting or equivalent degree
  • Master's Degree in Accounting or Taxation preferred
  • CPA license required
  • 6 to 9 years experience in public accounting
  • Experience working with and consulting with clients in the Estates and Trusts industry

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