Tax Manager Trust & Estate

Jobot; Austin (TX); Remote; USD 80,000 - 120,000; Full time

Job summary

This innovative firm is seeking a talented Trust & Estate Tax Manager to join their dynamic team. In this exciting role, you will manage tax planning and compliance for high-net-worth clients, ensuring exceptional service and building strong client relationships. With a focus on professional growth, you'll thrive in a supportive environment that values work-life balance and offers competitive compensation. If you have a passion for tax planning and a strong background in estate and trust management, this opportunity could be the perfect fit for you, allowing you to make a significant impact in the financial sector.

Benefits

Competitive Compensation

Annual Bonus

Sign on Bonus

Bi-Annual Reviews & Raises

6+ weeks of PTO

Unlimited Sick Days

Health, Dental, and Vision Benefits

Accelerated Career Growth Opportunities

Amazing Work-Life Balance

Qualifications

• 5+ years of experience in trust, estate, and gift tax planning.
• Strong knowledge of federal and state tax laws related to trusts.

Responsibilities

• Manage preparation and review of estate, gift, and trust tax returns.
• Provide tax planning and consulting to high-net-worth clients.

Skills

Tax Planning

Client Relationship Management

Analytical Skills

Problem-Solving Skills

Interpersonal Skills

Education

Bachelor's degree in Accounting

Certified Public Accountant (CPA)

Tools

Tax Software

Microsoft Office Suite

Job description

This Jobot Job is hosted by Nicole Poley.

Job Details

We are seeking a dynamic and experienced Permanent Trust & Estate Tax Manager to join our team. This is an exceptional opportunity for a talented individual to work in Trust and Estate (T&E) with high-net-worth (HNW) clients and private client services (PCS). The successful candidate will have the unique opportunity to assist and manage the tax planning and compliance for trusts, estates, and gift tax returns. If you are an individual who thrives in a fast-paced environment, has a strong understanding of the financial sector, and has a passion for providing excellent service, this could be the perfect role for you.

Why join us?

• Fully Remote Capabilities Nation Wide with excellent software and remote setup!
• Competitive Compensation + Annual Bonus + Sign on Bonus + Bi-Annual Reviews & Raises
• 10-15% year over raises
• Top plans and Full Benefits package including health, dental and vision
• 6+ weeks of PTO to start + 10 holidays, 2 floating holidays + Unlimited Sick days
• Amazing work life balance
• Accelerated Career Growth opportunities
• During Busy season you will never work more than 55 hours a week

Responsibilities

• Manage the preparation and review of federal and state estate, gift, and trust tax returns (Forms 706, 709, and 1041).
• Provide tax planning and consulting to high-net-worth clients on estate, trust, and gift tax issues.
• Collaborate with other team members to provide comprehensive Private Client Services.
• Develop and maintain relationships with clients to provide exceptional client service.
• Stay updated with the latest industry trends and tax laws to provide accurate and relevant advice.
• Identify opportunities for process improvement and implement strategies to enhance efficiency and productivity.
• Participate in business development initiatives and identify new business opportunities with existing clients.
• Mentor, guide, and review work of junior team members to ensure high-quality service delivery.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Certified Public Accountant (CPA) certification is mandatory.
• Minimum of 5 years of experience in trust, estate, and gift tax planning and compliance.
• Proficiency in preparing and reviewing Forms 706, 709, and 1041.
• Prior experience working with high-net-worth (HNW) clients and private client services (PCS) is preferred.
• Strong knowledge of federal and state tax laws related to trusts, estates, and gifts.
• Excellent interpersonal and communication skills, with the ability to build strong client relationships.
• Strong analytical and problem-solving skills, with a keen attention to detail.
• Ability to work in a fast-paced environment, manage multiple tasks, and meet deadlines.
• Proficiency in tax software and Microsoft Office Suite.

This exciting role offers the opportunity to work in a dynamic and professional environment where you can grow and develop your skills. If you are passionate about providing top-notch services to clients and have the required skill set, we would love to hear from you.

Application Process

IF INTERESTED AND QUALIFIED PLEASE SEND YOUR UPDATED RESUME ALONG WITH THE ANSWERS TO THE FOLLOWING PRE-QUALIFICATION QUESTIONS TO [e-mail]

• How many years of experience do you have in public accounting? What Industries?
• Do you possess your CPA?
• Do you have any previous leadership experience (supervision, management or lead)? Please explain
• What is your estimated compensation expectation?
• How soon are you available to start a new role?