Senior Tax Compliance Manager

2 weeks ago


Rochester, New York, United States RightWorks Staffing Full time
Principal Tax Manager

About the Role

RightWorks Staffing is seeking a Principal Tax Manager to take on a pivotal role in tax compliance and advisory services. This position involves leading tax functions related to compliance, advisory, and annuity tax service delivery. The selected candidate will focus on the complexities of trusts and estates, addressing both accounting and tax law challenges.

Key Responsibilities
  • Prepare and review fiduciary income tax returns, gift tax returns, federal and state estate tax returns, and private foundation returns.
  • Calculate and review commissions, including unitrust and annuity payments.
  • Manage trust and estate administration, ensuring accurate record keeping and adherence to filing deadlines.
  • Oversee the accounting processes involved in trust or estate settlements.
  • Review and prepare computations for trustee's commissions during trust terminations.
  • Engage in quality control assessments of documents submitted to courts or governmental bodies.
  • Compile annual guardianship accounting reports.
  • Educate and train staff on various topics related to estate and trust management.
  • Provide counsel and guidance to clients on estate planning strategies.
Qualifications
  • Bachelor's degree in Accounting, Finance, Business Administration, Taxation, Law, or Economics.
  • Professional certification: CPA or EA.
  • A minimum of 10 years of relevant experience in a tax organization or professional services environment.
  • Proven expertise in Trust & Estate Taxation.
  • Familiarity with CCH Tax Products is preferred.
What We Provide

• Competitive Salary: $130,000 - $150,000

• Flexible Work Arrangement: 2 days remote

• Career Development Opportunities

• Comprehensive Benefits Package: Medical, Dental & Vision Insurance, 401k, Profit Sharing, Flexible PTO, Paid Holidays, Summer Fridays (half day), CPA Exam Reimbursement

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