Trust and Estate Tax Manager

Lavine, Lofgren, Morris & Engelberg, LLP; San Diego (CA); In loco; USD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

Lavine, Lofgren, Morris & Engelberg, LLP in San Diego seeks an experienced tax professional to manage and review Gift, Estate and Trust tax returns and to advise on related planning for diverse clients.

You will build strong client relationships, prepare internal memoranda and guidance for the IRS or Treasury, manage multiple engagements, mentor staff, and contribute to delivering high-quality, timely tax solutions.

Mansioni

• Manage and review of Gift, Estate and Trust tax returns
• Build new and existing client relationships and demonstrate knowledge of client industries
• Prepare internal memoranda, written correspondence/ guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities
• Manage tax planning for trust and individual income taxes
• Handle multiple engagements at one time and meet deadlines
• Produce deliverables that are clear, concise, thorough and of professional quality
• Provide guidance and feedback to staff and interns
• Provide technical training and participate in mentorship program
• Dedicated to meeting and exceeding the expectations and requirements of clients

Descrizione del lavoro

• Manage and review of Gift, Estate and Trust tax returns
• Build new and existing client relationships and demonstrate knowledge of client industries
• Prepare internal memoranda, written correspondence/ guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities
• Manage tax planning for trust and individual income taxes
• Handle multiple engagements at one time and meet deadlines
• Produce deliverables that are clear, concise, thorough and of professional quality
• Provide guidance and feedback to staff and interns
• Provide technical training and participate in mentorship program
• Dedicated to meeting and exceeding the expectations and requirements of clients