Tax/ Sr Tax Manager, Estate & Trust

Rinvio Recruitment; Troy (MI); On-site; USD 80,000 - 120,000; Full time

Job summary

A recruitment consultancy in Michigan is seeking an experienced tax professional to lead multiple tax engagements. The ideal candidate should have 5 to 10 years of compliance experience, a Bachelor’s degree in accounting, and CPA licensure. Responsibilities include preparing various tax returns and generating new business opportunities while providing exceptional client service.

Qualifications

• 5 to 10 years of compliance experience in tax services.
• Strong leadership and management skills.
• Excellent verbal and written communication.

Responsibilities

• Lead tax engagements ensuring high-quality service.
• Review and prepare various tax returns.
• Generate new business opportunities.

Skills

Leadership

Client service

Tax research

Communication

Education

Bachelor’s degree in accounting

CPA licensure

Tools

Estate tax software

Fiduciary accounting software

Job description

Responsibilities

• Lead multiple tax engagements to deliver high-quality tax preparation, research, planning, and consulting services for a diverse clientele.
• Review and prepare estate, gift, and fiduciary income tax returns.
• Undertake Power of Attorney responsibilities for clients, ensuring timely follow-up with governmental authorities as necessary.
• Conduct estate research and tax analyses while documenting findings and conclusions.
• Stay informed regarding current tax practices and changes in tax legislation.
• Develop, supervise, and assign responsibilities within the estate and trust team.
• Provide exceptional client service and cultivate trusting client relationships.
• Generate new business opportunities and identify cross-selling leads among existing clients.

Qualifications of a Strong Candidate Include

• A minimum of 5 to 10 years of relevant compliance experience with a specialization in estate, gift, trust, and tax services.
• A Bachelor’s degree in accounting or an equivalent recognized business credential is required.
• CPA licensure is mandatory; a Juris Doctor degree is considered an asset.
• Excellent verbal and written communication skills are essential.
• Strong leadership and personnel management abilities are required.
• Demonstrated capacity to manage multiple tasks concurrently.
• Familiarity with software related to estate tax returns, gift tax returns, fiduciary accounting, and income tax returns is advantageous.