Fully Remote Senior Tax Manager - Trusts and Estates

Jobot; Cathedral City (CA); Remote; USD 160,000 - 210,000; Full time

Benefits offered by this job

Extremely Competitive Benefits Package

5-15% year over year raises

4+ weeks PTO

All federal Holidays

Summer Fridays

Job summary

An established industry player is seeking a Senior Tax Manager to oversee tax compliance for trusts and estates. This role offers the opportunity to shape client success through expert guidance on tax planning strategies and compliance. You will collaborate with clients and advisors to align tax strategies with financial goals while staying updated on tax laws. The position promises a competitive salary and benefits, including generous PTO and performance-based bonuses, all within a fully remote work environment. If you have a CPA and a passion for tax management, this is the perfect opportunity to elevate your career.

Qualifications

• 5+ years of experience in tax planning and compliance for trusts and estates.
• Strong understanding of fiduciary tax and estate planning strategies.

Responsibilities

• Oversee tax compliance for trusts and estates, including federal and state returns.
• Develop tax planning strategies for high net worth individuals.

Skills

Tax Planning

Tax Compliance

Analytical Skills

Problem-Solving

Communication Skills

Leadership Skills

Education

Certified Public Accountant (CPA)

Tools

Tax Preparation Software

Microsoft Office Suite

Job description

Fully Remote Senior Tax Manager - Trusts and Estates

Join a dynamic growing accounting firm, shape client success, and lead with expertise. Apply now!

Base pay range: $160,000.00/yr - $210,000.00/yr

A Bit About Us: We are seeking a Tax Director with ideally entertainment business management experience to join our team!

Why join us?

• Extremely Competitive Benefits Package
• 5-15% year over year raises
• 4+ weeks PTO + All federal Holidays - summer Fridays & more!

Compensation includes a base salary of $160,000 - $210,000 per year, potential sign-on bonus, and annual performance-based bonuses.

Job Details:

Responsibilities

• Oversee and manage all aspects of tax compliance for trusts and estates, including federal and state income, gift, and estate tax returns.
• Develop and implement tax planning strategies for high net worth individuals and their estates.
• Provide guidance and support to clients on estate and trust tax matters.
• Collaborate with internal teams and external advisors to ensure that all tax strategies are aligned with the client's financial goals and objectives.
• Stay informed on current tax laws and regulations and communicate any changes that may impact clients to the appropriate parties.
• Conduct research on complex tax issues and provide solutions that minimize tax liability and increase client wealth.
• Review and approve trust and estate tax work papers and returns prepared by junior staff.
• Foster and maintain client relationships, ensuring high levels of client satisfaction.

Qualifications

• Certified Public Accountant (CPA) designation is required.
• Minimum of 5 years of experience in tax planning and compliance for trusts and estates.
• In-depth knowledge of federal and state tax laws and regulations related to trusts and estates.
• Strong understanding of fiduciary tax and estate planning strategies.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills, with the ability to explain complex tax issues in a clear and concise manner.
• Proven leadership skills, with experience managing and mentoring junior staff.
• Ability to work independently in a fully remote environment, with strong organizational skills and the ability to manage multiple projects simultaneously.
• Proficiency in tax preparation software and Microsoft Office Suite.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.