Tax, Estate

4 weeks ago

Portland, Oregon, United States Geffen Mesher Full time
About the Role

We are seeking a highly skilled Tax, Estate & Trust Manager to join our team at Geffen Mesher. As a key member of our team, you will be responsible for assisting clients in identifying, developing, and implementing estate, gift & trust tax planning strategies designed to minimize transfer taxes and maximize wealth accumulation and equitable asset distribution to heirs.

Key Responsibilities:

  • Analyze estate planning documents, including wills, codicils, and trust instruments.
  • Prepare and review gift tax returns, particularly those related to the formation of insurance trusts, marital trusts, charitable lead trusts, and charitable remainder trusts.
  • Prepare fiduciary accounting and manage client relationships.
  • Engage in special projects related to client matters involving tax accounting, consulting, and research.
  • Plan, supervise, and complete complex engagements.
  • Provide superior client service and maintain quality client relationships.
  • Stay up-to-date on tax changes and issues affecting clients.
  • Collaborate with team members to share knowledge and contribute to task completion.

Requirements:

  • Bachelor's degree in business, accounting, or a related field.
  • Five or more years of fiduciary preparation experience, preferably with a certified public accounting firm.
  • Certified Public Accountant (CPA) or in the process of becoming one.
  • Strong background in working with high-net worth individuals, family organizations, and closely held entities in the estate, trust, and gift tax arena.
  • Excellent written and verbal communication skills.
  • Proficient in MS Office technology suite.

About Geffen Mesher

Geffen Mesher is a mid-sized firm with a small firm feel, offering a supportive and inclusive culture. We value our people and strive to create a culture that fosters growth and development. We are committed to equal employment opportunities and provide a comprehensive benefit package to help protect your personal and financial health and that of your family.

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