Taxation Specialist: Estate and Trust

3 weeks ago


Colorado Springs, Colorado, United States Stockman Kast Ryan + Co. Full time
Job Title: Tax Manager: Trust & Estate

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:
  1. Prepare or review complex returns for high-net-worth clients and their personal holdings, including personal, partnership, corporate, trust, foundation, and gift tax returns.
  2. Consult with estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for clients.
  3. Ensure clients comply with applicable authorities while minimizing tax and reporting burdens.
  4. 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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