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Tax Manager: Estate and Wealth Planning
1 month ago
We are seeking a highly skilled Tax Manager to join our team at Stockman Kast Ryan + Company. As a Trust & Estate Tax Manager, you will be responsible for managing high-net-worth client engagements, from tax planning through the review of a variety of tax returns. This includes preparation or review of personal, partnership, corporate, trust, foundation, and gift tax returns, and related tax work papers.
Key Responsibilities:
- 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.
- Prepare or review complex tax returns for high-net-worth clients and their personal holdings.
What We Offer
As a Tax Manager at Stockman Kast Ryan + Company, you can expect:
- A competitive salary range of $107,500-$135,000 per year.
- Opportunities for professional growth and development in a dynamic and supportive environment.
- A comprehensive benefits package, including medical insurance, dental insurance, vision insurance, and 401(k) plan with 3% annual match.
- Flexible work arrangements, including a 36-hour work week during May-July and late October through December.
- A robust training program and opportunities for tuition reimbursement.
Requirements
To be successful in this role, you will need:
- 5+ years of tax experience in public accounting or professional services firm specifically with high-net-worth clients.
- CPA license or EA certification.
- Bachelor's degree required; Master's in taxation preferred.
Competencies
- Superior verbal and written communication skills.
- Ability to effectively delegate work as needed.
- Strong analytical, research, and critical thinking skills as well as decision-making skills.
- Capacity to work well in a team environment.
