Tax Manager: Trust

6 days ago


Colorado Springs, Colorado, United States Stockman Kast Ryan + Company Full time
Job Overview

We are seeking a highly skilled Tax Manager to join our team at Stockman Kast Ryan + Company. As a Tax Manager, you will be responsible for managing high-net-worth client engagements, from tax planning to the review of various tax returns. You will also have the opportunity to coach and supervise other tax professionals, and serve as the primary client contact for a variety of engagements.

Key Responsibilities
  • Prepare or review complex tax returns for high-net-worth clients, including personal, partnership, corporate, trust, foundation, and gift tax returns.
  • Consult with estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for clients.
  • Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens.
  • Identify research needs, clearly frame issues, and concisely report analysis.
  • Develop and recommend efficient methods to maximize client benefits, especially by decreasing clients current and future taxes.
Requirements
  • 5+ years of tax experience in public accounting/professional services firm specifically with high-net-worth clients.
  • CPA license or EA.
  • Bachelor's degree required; Master's in taxation preferred.
What We Offer
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
How to Apply

If you are a motivated and experienced tax professional looking for a new challenge, please submit your application today.


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