Tax Manager

Abacus Group, LLC; Covington (KY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A leading accounting firm is seeking a Tax Manager for their Trust & Estate group. The role involves tax compliance, reviewing returns, and managing client relationships. Ideal candidates will have extensive tax experience and a CPA certification.

Qualifications

• 10+ years of tax experience required.
• Trust, estate and gift experience required.

Responsibilities

• Provide fiduciary, personal income, gift, and estate tax compliance.
• Review individual, fiduciary, estate, and gift tax returns.
• Manage all aspects of client accounts.

Skills

Communication

Analytical

Education

Bachelor’s degree

MST

Tools

Excel

Job description

Our client is an accounting firm. They seek a Tax Manager to join their Trust & Estate group in their Stamford, CT office.

Responsibilities

• Provide fiduciary, personal income, gift, and estate tax compliance
• Review individual, fiduciary, estate, and gift tax returns
• Assess estate and trust fiduciary accountings
• Handle Federal and State tax notices and audits
• Research and understand Federal, State, and International tax laws
• Manage all aspects of client accounts and foster client relationships
• Review and analyze estate planning related legal documents
• Complete networking, public speaking, and authoring Trust and Estate articles
• Supervise group members including monitoring their workload

Requirements

• Bachelor’s degree, MST preferred
• 10+ years of tax experience
• Trust, estate and gift experience required
• Experience in Tax Advisory and Estate/Trust planning
• Estate and inheritance tax experience
• Strong accounting and analytical experience
• Excellent communication and interpersonal skills
• CPA required
• Skilled in Excel

Job ID # 66810

Tagged as: Hybrid Remote/Office