Trusts and Estate Tax Manager

Southwest Accounting Resources, Inc; Phoenix (AZ); On-site; USD 100,000 - 150,000; Full time

Job summary

A professional accounting firm in North Central Phoenix is seeking an experienced Trusts and Estates Tax Manager for a hybrid role. The ideal candidate will have over 5 years of specialized experience, a Bachelor's degree in Accounting (MST preferred), and be CPA certified. Responsibilities include preparing fiduciary income tax returns and ensuring compliance. The position offers a competitive salary of $100,000 - $150,000 based on experience.

Qualifications

• 5+ years of specialized experience in trust and estate tax.
• Self-motivated with high ethical standards and integrity.
• Ability to manage multiple priorities and work effectively in a team.

Responsibilities

• Review and prepare federal and state fiduciary income tax returns.
• Lead multiple tax engagements delivering quality tax services.
• Ensure compliance with legal and tax requirements.

Skills

Trust and estate tax expertise

Excellent communication skills

Client-focused mindset

Team collaboration

Process improvement

Education

Bachelor's Degree in Accounting

MST preferred

CPA preferred

Job description

Overview

Our client in North Central Phoenix is looking for an experienced Trusts and Estates Tax Manager. This is a hybrid role (3 in office/2 wfh) with a base salary of $100,000 - $150,000 depending on experience.

Responsibilities

• Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
• Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
• Ensure compliance with legal and tax requirements for trust and estate entities
• Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
• Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines
• Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
• Proactive approach to process improvement and regulatory changes

Background / Qualifications

• 5+ years of specialized experience in trust and estate tax
• Bachelor's Degree in Accounting, MST preferred
• CPA strongly preferred
• Self-motivated
• High ethical standards and integrity
• Client-focused mindset and ability to manage multiple priorities
• Work well in a team environment
• Excellent communication skills

How to Apply

For immediate consideration email your resume to Thyra at [e-mail]