Tax Manager – Estates and Trust

Meriwether, Wilson; Des Moines (IA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and benefits

Daily access to partners

Flexible working schedule

Low turnover environment

Job summary

A reputable accounting firm in Des Moines is seeking a skilled Tax Manager to oversee estate and trust tax engagements. Candidates should have over 5 years of experience in public accounting, excellent knowledge of tax law, and strong leadership skills. The firm offers competitive salary, stable workflow throughout the year, access to partners, and a collaborative culture. This position provides the opportunity to work flexibly due to cloud-based software, allowing remote work when needed.

Qualifications

• Minimum 5 years of experience in public accounting tax work.
• Proven work experience as a tax manager.
• Ability to train and lead staff.

Responsibilities

• Manage estate and trust engagements and oversee tax returns.
• Deliver a full range of tax services compliant with laws.
• Build relationships with clients and provide strategic consulting.

Skills

Excellent knowledge of tax law

Strong leadership skills

Client relationship management

Communication skills

Education

BA in Accounting or MA in Taxation

Active CPA license

Tools

CCH ProSystem’s Axcess tax software

Job description

Meriwether, Wilson and Company, PLLC is an Iowa based firm with offices in West Des Moines and Perry. Meriwether, Wilson and Company, PLLC is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. We have proudly served a wide range of clients throughout the Midwest for more than seventy years.

We are seeking a highly experienced and motivated Tax Manager with a specialization in estate and trust work. The ideal candidate will have at least five years of experience in a public accounting firm or law firm environment, with a strong background in managing complex estate and trust tax matters. This position requires excellent technical skills, leadership abilities, and a commitment to providing top-tier client service.

Tax Manager responsibilities would include:

• Manage estate and trust engagements by overseeing the preparation and review of federal and state returns for estates, trusts and high-net-worth individuals.
• Delivering a full range of tax services in compliance with laws and regulations
• Building relationships and interacting with clients to provide excellent planning, consulting and expertise
• Prepare and review returns of all filing structures.
• Providing tax planning strategies to maximize client benefits
• Consulting with business clients to aid in their profitability and growth
• Oversee staff, assess their performance, and provide feedback
• Improve processes by developing or implementing best practices
• Manage and coordinate audits and correspondences with taxing agencies

Qualifications for this position would be:

• Proven work experience as a tax manager
• Excellent knowledge of tax law, accounting principles, and all types of tax returns
• Knowledge of CCH ProSystem’s Axcess tax software is preferred
• Ability to maintain and develop client relationships through planning and communication
• Drive to grow professionally and with the firm
• Strong leadership and personnel management skills
• Communication and Leadership skills to train and lead staff
• BA in Accounting or MA in Taxation, hold an active CPA license and have 5+ years of experience in public accounting tax work

Why Meriwether

• Small-Medium size firm gives daily access to partners and their knowledge base
• Managers are key to our success and your voice and opinions will be used to help shape firm strategy, culture and future
• With a wide-ranging client base of different structures and industries each day provides something new
• Cloud based software allows for flexible schedule and ability to work remotely when schedule dictates
• Low turnover allows for relationships with colleagues beyond work
• Steady workflow year-round eliminate need for dreaded 60+ hours during busy season
• Competitive Salary and Benefits

Meriwether, Wilson and Company, PLLC is an Equal Opportunity Employer