Senior Remote Transfer Tax & Estate Planning Advisor

Brady Martz; Bismarck (ND); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan with employer funding

Flexible time off

Job summary

A leading accounting firm is seeking a Senior Manager in Transfer Tax Technical Research and Compliance. This role involves overseeing transfer tax engagements, providing technical expertise and guidance in estate planning, and mentoring staff. The ideal candidate has at least 5 years of tax law experience and a strong background in transfer tax. This full-time position offers a flexible working arrangement and a comprehensive benefits package including health insurance and profit-sharing plans.

Qualifications

• Bachelor's Degree in accounting or related field required.
• 5+ years of experience in tax law, including transfer tax and fiduciary income tax.
• Licensed CPA preferred.

Responsibilities

• Conduct comprehensive technical research on federal and state transfer tax issues.
• Oversee the preparation, review, and filing of federal and state tax returns.
• Mentor and train staff in estate and trust compliance.

Skills

Tax Law Expertise

Technical Research

Team Collaboration

Innovative Thinking

Communication Skills

Education

Bachelor's Degree in Accounting or Related Field

CPA License

Tools

Tax Preparation Software

Accounting Software

Job description

A leading accounting firm is seeking a Senior Manager in Transfer Tax Technical Research and Compliance. This role involves overseeing transfer tax engagements, providing technical expertise and guidance in estate planning, and mentoring staff. The ideal candidate has at least 5 years of tax law experience and a strong background in transfer tax. This full-time position offers a flexible working arrangement and a comprehensive benefits package including health insurance and profit-sharing plans.