Fully Remote Senior Tax Manager - Trusts and Estates

Jobot; Omaha (NE); Remote; USD 160,000 - 210,000; Full time

Benefits offered by this job

Competitive Benefits Package

5-15% Year over Year Raises

4+ Weeks PTO

Medical, Dental, and Vision Insurance

401(k) Plan

Employee Sabbatical Opportunity

Customized Learning and Development Opportunities

Job summary

An established industry player is seeking a Senior Tax Manager to oversee tax compliance for trusts and estates. This fully remote role offers a competitive salary and an excellent benefits package, including generous PTO and professional development opportunities. You will manage tax compliance, develop strategies for high net worth clients, and collaborate with teams to ensure alignment with financial goals. Join a dynamic firm that values your contributions and fosters a supportive work environment. If you have a CPA and a passion for tax planning, this is the perfect opportunity for you!

Qualifications

• 5+ years of experience in tax planning and compliance for trusts and estates.
• Strong understanding of federal and state tax laws related to trusts and estates.

Responsibilities

• Oversee tax compliance for trusts and estates, including income, gift, and estate tax returns.
• Develop tax planning strategies for high net worth individuals and their estates.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Leadership Skills

Organizational Skills

Education

Certified Public Accountant (CPA)

Tools

Tax Preparation Software

Microsoft Office Suite

Job description

Fully Remote Senior Tax Manager - Trusts and Estates

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$160,000.00/yr - $210,000.00/yr

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

Salary $160,000 - $210,000 per year

A Bit About Us

Come work with the best of the business. 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!

Competitive Base Salary and annual performance-based bonuses

Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives

Employer contribution to Life Insurance, and 401(k) plan

Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)

Customized learning and development opportunities and continuing professional education both in-house and virtually

Hybrid, flex, and remote work opportunities available

Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution

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.