Estate & Gift Tax Manager — Lead Planning & Compliance

Grossberg Company LLP; North Bethesda (MD); Hybrid; USD 100,000 - 200,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement with profit sharing

Paid holidays and vacation

Flex-time policy

On-site parking

Casual attire in office

Job summary

Grossberg Company LLP, a Washington DC mid-size CPA firm, seeks a Tax Manager to join its Estates & Gifts Team in North Bethesda, Maryland. The role focuses on planning, compliance and client service for gifts, estates and trusts, with leadership responsibilities and mentorship within a collaborative team.

Required: BS/BA in Accounting, CPA, 8+ years public accounting, and strong experience in Estate & Gift taxation. Hybrid work setup with competitive compensation and benefits.

Qualifications

• BS/BA degree in Accounting or related field.
• CPA certification required.
• 8+ years of public accounting experience.
• Experience in Estate & Gift taxation preferred.
• Proficiency in technical writing and research.
• Must be detail oriented.
• Ability to communicate with all levels of staff.
• Desire to work in a team environment.
• Ability to work quickly and independently in a busy and demanding environment.

Responsibilities

• Serve as a firm resource on planning and compliance matters related to gifts, estates and trusts.
• Review economic and financial implications of transactions from a tax perspective related to gifts, estates and trusts.
• Engage with estate planning professionals on current and emerging tax issues related to gifts, estates and trusts.
• Manage and review the preparation of the firm’s estate and gift tax returns.
• Support, supervise and mentor staff within a positive team environment.
• Develop, maintain and grow client relationships through professionalism and superior client service.

Skills

Estate taxation

Gift taxation

Technical writing

Research skills

Attention to detail

Communication

Team player

Independent worker

Education

BS/BA in Accounting or related field

CPA

Job description

Grossberg Company LLP, a Washington DC mid-size CPA firm, seeks a Tax Manager to join its Estates & Gifts Team in North Bethesda, Maryland. The role focuses on planning, compliance and client service for gifts, estates and trusts, with leadership responsibilities and mentorship within a collaborative team.

Required: BS/BA in Accounting, CPA, 8+ years public accounting, and strong experience in Estate & Gift taxation. Hybrid work setup with competitive compensation and benefits.