Estate, Gift & Trust Tax Manager – CPA Leader

Redpath and Company, LLC.; Saint Paul (MN); In loco; USD 105.000 - 140.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, Dental, and Vision plans

HSA and FSA

Voluntary Long-Term Disability

Company paid Short-Term Disability

Paid parenting leave

401k plan with company match after 6 n

Descrizione del lavoro

Redpath and Company is seeking a Manager on our Estate, Gifts, and Trusts team in Saint Paul, MN. You will prepare and review complex fiduciary, estate, and gift tax returns, conduct tax research, and identify planning opportunities for clients.

The successful candidate will have a Bachelor's in Accounting, an active CPA license, at least 5 years of public accounting experience in Estate, Gift & Trust Tax, and the ability to travel on-site to clients as needed.

Competenze

• Bachelor’s Degree in Accounting required.
• Active CPA license required.
• 5+ years of public accounting experience in Estate, Gift & Trust Tax.
• Ability to travel on-site to clients as needed.

Mansioni

• Preparing and reviewing complex fiduciary, estate, and gift tax returns, including Form 1041, Form 706, and Form 709.
• Performing and overseeing complex tax research related to estate, gift, fiduciary income, and GST tax matters.
• Identifying tax planning opportunities and recommending trust and wealth-transfer strategies.
• Reviewing complex tax calculations, elections, disclosures, and supporting documentation.
• Supervising, mentoring, and reviewing the work of associates and senior-level team members.
• Serving clients as a trusted resource on estate, trust, and gift tax matters.

Conoscenze

Estate, Gift & Trust Tax

Formazione

Bachelor’s Degree in Accounting

Active CPA license

Descrizione del lavoro

Redpath and Company is seeking a Manager on our Estate, Gifts, and Trusts team in Saint Paul, MN. You will prepare and review complex fiduciary, estate, and gift tax returns, conduct tax research, and identify planning opportunities for clients.

The successful candidate will have a Bachelor's in Accounting, an active CPA license, at least 5 years of public accounting experience in Estate, Gift & Trust Tax, and the ability to travel on-site to clients as needed.