Sr Tax Manager Estate And Trust

Vivid Resources; Scottsdale (AZ); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Vivid Resources in Scottsdale/Chandler is seeking a Senior Tax Manager with 10+ years of tax experience in public accounting, focusing on estate and trust taxes. This full-time role offers a hybrid work environment and the option to work from either Chandler or Scottsdale offices, with flexible hours.

You will lead and mentor staff, sign tax returns for individuals, partnerships, and S corporations, provide planning and consulting to clients, and develop new business while maintaining client

Qualifications

• 10+ years of tax experience in public accounting.
• 4 year accounting or finance degree.
• Management experience in public accounting firm.
• Ability to work as part of a client service team with staff, managers, and partners.
• Self-starter with ability to multitask and complete assignments within deadline constraints.
• Professionalism, dependability, integrity, trustworthiness, and cooperative attitude.
• Excellent project management, analytical, interpersonal, oral and written communication skills.

Responsibilities

• Review and sign tax returns, and manage projects associated with individuals, partnerships, and S corporations.
• Provide tax planning and consulting to individuals and businesses.
• Tax planning and preparation of fiduciary income tax returns.
• Research and manage complex tax matters.
• Supervise, train, and mentor staff, seniors, and supervisors.
• Build and develop new business. Maintain and nurture existing client relationships.

Skills

Tax expertise

Public accounting

Leadership/mentoring

Client service

Education

BS in Accounting/Finance

Job description

Sr. Tax Manager Estate and Trust-Scottsdale or Chandler AZ

Chandler or Scottsdale (Hybrid)

My client hasoffices in Chandler and Scottsdale, Arizona, is seeking a full-time Senior Tax Manager with experience in estate and trust taxes. We offer a hybrid work environment with flexible hours and you can choose to work from either office in Chandler or Scottsdale.

Experience our growing and thriving accounting and CPA firm with national, regional, and Arizona recognitions, including:

• 2023-2025 Accounting Today Regional Leaders, Southwest Region;
• 2018-2025 No. 1 Accounting Firm by Ranking Arizona;
• 2021-2023 Arizona Top Workplace; and
• 2021 Forbes America's Best Tax and Accounting Firms.

Your role will involve enhancing and strengthening the tax team with a strong emphasis on providing estate and trust tax planning. Through comprehensive tax planning and consulting, you will assist existing and new clients with evaluating and determining ways to protect their financial futures.

As a Senior Tax Manager, you will play an important role with mentoring, training, and developing staff, seniors, and supervisors.

You will have opportunities to:

• Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting.
• Review and sign tax returns, and manage projects associated with individuals, partnerships, and S corporations.
• Provide tax planning and consulting to individuals and businesses.
• Tax planning and preparation of fiduciary income tax returns.
• Research and manage complex tax matters.
• Supervise, train, and mentor staff, seniors, and supervisors.
• Act as a technical resource and mentor.
• Build and develop new business.
• Maintain and nurture existing client relationships.
• Develop and network with referral sources.
• Consult with clients gathering information, resolving problems, and recommending solutions.

Requirements

• 10+ years of tax experience in public accounting.
• 4 year accounting or finance degree.
• Management experience in public accounting firm.
• Ability to work as part of a client service team with staff, managers, and partners.
• Self-starter with ability to multitask and complete assignments within deadline constraints.
• Professionalism, dependability, integrity, trustworthiness, and cooperative attitude.
• Excellent project management, analytical, interpersonal, oral and written communication skills.
• Strong organizational skills and attention to detail.