Tax Manager for Trusts and Estates
4 weeks ago
Location: Remote flexible for candidates on EST/CST
Salary Range: $125k-160k + Strong OT Bonus Structure
Requirements: Active CPA or EA or J.D. and must be a Tax Manager with strong Fiduciary Tax Exp. (Trusts, Estates, Gift returns)
About the Company: We are an Established, Top 300 CPA firm based out of the Greater DMV area for over 50+ years. Overall we are a mid-sized firm with about ~90 employees and a known leader in this region & nationwide. We specialize in serving a variety of clients in multiple verticals including Real Estate, Non-Profit, Healthcare, Professional Services, Construction, Government Contracting, Financial Services/Institutions and more.
About the Role: Due to growth, we are now adding an experienced Tax Manager to our team Trust/Estates/High-Net-Worth team. For the right candidate, we are offering competitive comp packages, an opportunity for Partner track, and we put a large emphasis on internal growth & developing our employees.
Why Work with Us:
- Top 300 Firm in the U.S. for 2023 & 2024
- Multiple awards: Best Place to Work, Best in Washington DC
- Offering tremendous growth opportunities including Partner Track
- Remote flexibility & equipment provided
- Active CPA or EA or J.D.
- Minimum 5-7+ years of Tax Accounting Exp.
- At least 3-5 years of Tax Manager Exp.
- Strong Trusts, Estates, and Gift return Exp. (Reviewing)
- Estate Tax Planning Exp.
- Master's in Taxation or Accounting
- Experience with High-Net-Worth Individual Clients (handling 1040s)
- Prior experience working remotely
- Experience with CCH Axcess
- Competitive Salary ($125k-160k)
- Guaranteed Quarterly Bonuses
- Remote Flexibility with company paid travel to the HQs up to 4-6 times a year (optional)
- Profit Sharing Plan & 401k Match
- New Business Bonus
- Generous Parental Leave and PTO
- Reimbursement for expenses relating to education, training, and development
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