Tax Manager for Trusts and Estates

4 weeks ago


Phoenix, Arizona, United States CyberCoders Full time
Job Title: Trust/Estate Tax Manager

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

Responsibilities:
  • 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.

Preferred Qualifications:
  • Master's in Taxation or Accounting
  • Experience with High-Net-Worth Individual Clients (handling 1040s)
  • Prior experience working remotely
  • Experience with CCH Axcess

Benefits:
  • 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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