Tax Manager North Bethesda, Maryland

Grossberg Company Llp; Maryland; Hybrid; USD 100,000 - 150,000; Full time

Job summary

Join a forward-thinking CPA firm as a Tax Manager focusing on Estate & Gifts. This role involves providing expert tax planning and compliance services to high-net-worth individuals and closely held businesses. You will engage with clients and the estate planning community, manage tax return preparations, and mentor staff in a supportive team environment. With a competitive compensation package and a hybrid work setting, this position offers the opportunity to make a significant impact while enjoying a casual and collaborative atmosphere. If you're passionate about tax and client service, this is the perfect role for you.

Benefits

Medical Insurance

Dental Insurance

Disability Insurance

Life Insurance

401(k) with Profit Sharing

Paid Holidays

Paid Vacation

Flex-time Policy

Company Sponsored Gym Membership

Free On-site Parking

Qualifications

• 15+ years of tax accounting experience in a public accounting firm.
• 8+ years specializing in Estate & Gift taxation.

Responsibilities

• Provide tax planning and compliance services for high-net-worth clients.
• Manage preparation of estate and gift tax returns.

Skills

Tax Accounting

Estate & Gift Taxation

Technical Writing

Research Skills

Detail Orientation

Communication Skills

Team Collaboration

Education

BS/BA in Accounting

CPA Certification

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.

As a Tax Manager, focusing on Estate & Gifts, you have responsibility over providing tax planning and compliance services to high-net-worth individuals and closely held businesses. Typical assignments will include:

Responsibilities:

1. Serve as a firm resource on planning and compliance matters related to gifts, estates and trusts.
2. Work 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.
3. Engage with other professionals in the estate planning community on current and emerging tax issues related to gifts, estates and trusts.
4. Manage and review the preparation of the firm’s estate and gift tax returns, championing best practices in the field, often acting as a change agent in the firm.
5. Support, supervise and mentor staff, assisting with technical development within a positive team environment.
6. Develop, maintain and grow client relationships through professionalism, responsiveness and superior client service.

Required Skills:

1. BS/BA degree in Accounting or related field.
2. CPA is required.
3. 15+ years tax accounting experience in a public accounting firm.
4. 8+ years in Estate & Gift taxation.
5. Proficiency in technical writing and research.
6. Must be detail oriented.
7. Ability to communicate with all levels of staff.
8. Desire to work in a team environment.
9. 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 $150,000. 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

Grossberg Company LLP is an equal opportunity employer.