Tax Manager Trust & Estate

Jobot; Idaho Falls (ID); Remote; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dynamic Trust & Estate Tax Manager to join their team. This role offers the chance to work with high-net-worth clients, managing tax planning and compliance for trusts and estates. With a fully remote setup, competitive compensation, and a comprehensive benefits package, this position is perfect for someone who thrives in a fast-paced environment. Enjoy a work-life balance with generous PTO, career growth opportunities, and a commitment to exceptional client service. If you have a passion for finance and a strong background in tax, this is the opportunity for you!

Benefits

Competitive Compensation

Annual Bonus

Sign on Bonus

Bi-Annual Reviews & Raises

6+ weeks of PTO

Full Benefits Package

Unlimited Sick Days

Accelerated Career Growth

Work-Life Balance

Qualifications

• 5+ years of experience in trust, estate, and gift tax planning.
• CPA certification is mandatory for this role.

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

Communication 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.

Urgently Hiring! Apply Today!

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

Job Details

If you are a Tax Manager with experience in Trust & Estate with 5+ years of experience in public accounting, please contact [e-mail].

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.

Pre-Qualification Questions

• 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?

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.