HYBRID - Tax Manager - Estate & Gift

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

For over 100 years, Grossberg Company LLP, a Washington DC mid-size CPA firm, has been a premier provider of accounting, tax and business consulting services, specializing in services to the real estate industry. Grossberg Company LLP has a well-known reputation of unparalleled client satisfaction. At the heart of this success, are professional staff members who possess the skills and training required to excel in the ever-changing world of new tax laws and regulations, advanced technologies and strategic business.

Built on decades of hard work and timely responsiveness to clients, Grossberg Company LLP devotes a substantial amount of firm resources to training its people, keeping them apprised of the latest developments that may affect their client's business operations, tax planning strategies and their long-term business objectives. As a result, the employees of Grossberg Company LLP are some of the best and brightest in their field and the casual, laid-back working atmosphere lends itself to producing successful, satisfied professionals.

Tax professionals are integral members of our professional team, and the work performed is at the core of what we do for our clients. Currently, Grossberg Company LLP is seeking a Tax Manager to join its Estates & Gifts Team in North Bethesda, Maryland.

Responsibilities

• Serve as a firm resource on planning and compliance matters related to gifts, estates and trusts.
• Works with clients, staff and other professionals to identify and review the economic and financial implications of transactions from a tax perspective related to gifts, estates and trusts.
• Engage with other professionals in the estate planning community 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, and championing best practices in the field, often acting as a change agent in the firm.
• Support, supervise and mentor staff, assisting with technical development within a positive team environment.
• Develop, maintain and grow client relationships through professionalism, responsiveness and superior client service.

Required Skills

• BS/BA degree in Accounting or related field.
• CPA is required.
• 8+ years of public accounting experience
• Strong preference for candidates with experience in Estate & Gift taxation.
• 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.

Benefits

• Grossberg Company LLP offers full-time positions with a competitive compensation package including salary and performance-based bonuses, training and opportunities for advancement; medical, dental, disability insurance, life insurance, 401(k) retirement program including profit sharing; paid holidays and vacation, flex-time policy, company sponsored gym membership, free on-site parking, and casual attire dress in the office.

Wage And Salary Compensation Information

Minimum Annual Salary $100,000 - Maximum Annual Salary $200,000

The annual target salary in the Washington, DC job market is listed above. The compensation for this position will be based on education, certifications, experience, expertise, and skills of the successful candidate. The compensation range listed above is not reflective of total compensation, and does not include any other fringe benefits offered to full-time employees.

Work Setting

Hybrid Work Environment - 2 days/Week in Office Required, Other Days at Your Discretion

Grossberg Company LLP is an equal opportunity employer.