Taxation Specialist: Estate and Trust
3 weeks ago
Job Summary: As a Tax Manager at Stockman Kast Ryan + Co, you will manage high-net-worth client engagements, from tax planning through review of various tax returns, and coach and supervise other tax professionals.
Key Responsibilities:
- Prepare or review complex returns for high-net-worth clients and their personal holdings, including personal, partnership, corporate, trust, foundation, and gift tax returns.
- Consult with estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for clients.
- Ensure clients comply with applicable authorities while minimizing tax and reporting burdens.
- Identify research needs, frame issues clearly, and report analysis concisely.
Requirements:
- 5+ years of tax experience in public accounting/professional services firm with high-net-worth clients.
- CPA license or EA.
- Bachelor's degree required; Master's in taxation preferred.
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