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Tax Manager - Estates and Trusts

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Philippines

Offer summary

Qualifications:

Bachelor’s Degree in Accounting or equivalent required, CPA license with 6-9 years experience.

Key responsabilities:

Provide comprehensive tax planning and compliance to individuals, families, and trusts
Review complex tax returns, supervise staff, and identify service opportunities

BizForce Human Resources, Staffing & Recruiting TPE https://bizforcenow.com/

11 - 50 Employees

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Job description

We are seeking a proactive and self-motivated Tax Manager to join our Estates and Trusts team. The Estates and Trusts Tax Manager will be responsible for providing comprehensive tax planning and compliance services to individuals, families, and trusts. This role requires a deep understanding of tax laws and regulations related to trusts, estates, and gift taxation.

Essential Duties and Responsibilities

Completes advanced level tax compliance and planning,
Reviews the preparation of complex, individual, partnership, fiduciary and other tax returns
Controls multiple engagements and consistently recognizes additional service opportunities for existing clients
Supervises, mentors, evaluates, trains and acts as a resource to professional staff
Supervises tax projects such as structuring, planning, projections, and research as appropriate without supervision
Demonstrates commitment to begin practice development
Performs other accounting services and duties as assigned

Requirements

Ability to use and train others on complex tax systems including CCH Axcess, Caseware, and time and billing software
Ability to supervise, teach, mentor, and lead others
Proficient in tax and accounting research including knowledge of firm reference resources
Must have strong communication, organizational, analytical and leadership skills

Qualifications

Bachelor’s Degree in Accounting, or equivalent degree as determined by the management committee, required
Master’s Degree in Accounting or Taxation preferred
CPA license required
6 to 9 years experience in public accounting
Experience working with and consulting with clients in the Estates and Trusts industry

Benefits

Why Work With Us?

Our Commitment to delivering high-quality results for our clients and the only way to do that is ensuring a rewarding, respectful and productive experience for our employees. We hold the same values for both our customers and our employees.