Senior Manager - Trust & Estates

Are you meticulous and driven by the desire to navigate and ensure compliance in the complex world of trusts, gifts, and estates? Pinion is a leading food and ag advisory and accounting firm, committed to innovation, growth, and exceptional client service. Our Next Gen team is seeking a highly technical practitioner to focus on the compliance aspects of our high net-worth clients. This role will focus on the preparation and final review of Forms 706, 709 and 1041 for our clients nationally. You’ll engage in meaningful work that directly impacts clients and furthers your career in the intricate field of tax compliance. Next Gen is a fast paced, high volume practice area where you’ll be responsible for meeting critical deadlines and maintaining the highest standards of accuracy and legality in the work you do or supervise.

Our values are a guidepost for how we relate to the people we work with - collaborative, engaged and joy-filled. We are looking for professionals to join our team who embrace our values of:

• Collaboration - Share experiences, create growth, and innovate together
• Exploration - Be tenacious and curious, discover possibilities and create solutions
• Initiative - Act. Move with intention and agility, always eager to capitalize on opportunities and lead change
  
  

What you’ll be doing:

You will engage in the detailed preparation and review of Forms 706, 709 and 1041, with a specialized focus on estate returns (Form 706). You will manage multiple projects with precision, adhering to strict timelines while ensuring compliance across various states and changes in beneficiaries. You will also be assisting, training, and answering questions of junior team members who are preparing Forms 706, 709, and 1041. You will need to be competent in reviewing legal documents, including trust agreements, wills, entity agreements, deeds, and buy-sell agreements as they relate to Forms 706, 709, and 1041.

Your ability to manage multiple projects simultaneously, meet tight deadlines, and prioritize tasks effectively will be crucial to your success. As you collaborate clients and leaders across the firm, they will look to your expertise in delivering accurate and high-quality results. You will serve a diverse group of business owners, along with their families and teams, with successful backgrounds in a variety of industries.

What you’ll need for this position:

• 10+ years of experience in gift, trust, estate tax compliance
• Experience preparing, reviewing and handling audits of Form 706, with the ability to lead the project to completion, work with attorneys and external professionals, understand GST and funding formulas, and be able to provide recommendations on administration and future opportunities
• Experience reviewing Form 1041, with an ability to handle complex, multi-state issues and changes in beneficiaries and trust operations
• Experience reviewing Form 709 reporting gifts/sales on different schedules, allocating GST exemption, and reviewing trust documents for withdrawal rights
• Ability to navigate financial statements, tax returns, and other legal documents
• Demonstrated success in building and managing professional relationships
• Exceptional organizational skills to navigate complex projects and deliver results within strict timelines
• Excellent communication skills, including the ability to articulate and teach complex tax concepts to staff and clients
• Curiosity to go beyond the textbook, asking hard questions, researching, and using technical skills to provide solutions
• Proficiency with Microsoft Office including Word, Outlook, PowerPoint, and Excel
• Ability to travel (less than 10% annually)
  
  

Bonus skills:

• Experience in estate planning
• Experience navigating IRS audits
• CCH Engagement and CCH Axcess
• CPA or JD license a plus
  
  

What’s in it for you:

• Remote, hybrid or in-office work environment
• A path to Principal/Owner for those who pursue it
• A people-centered culture, with fun included among our core firm values
• Excellent pay, flexibility, and benefits including health, dental, vision, life and disability insurance, 401k/profit sharing, holidays, flexible work arrangements, and paid leave.
  
  

Compensation: In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $125,000 to $200,000.

Remote Eligibility: This position is US - Remote Eligible. The role may include occasional work at a Pinion office or attendance at offsites, as requested/required by the firm and/or your supervisor. While the position is Remote Eligible, you must live in a state where Pinion has a registered entity and is actively hiring. Click here for the up-to-date list of excluded states. This list is continuously evolving, so please check the list periodically if the state you live in is on the exclusion list.

Colorado Residents: In any materials you submit, you will not be penalized for redacting or removing age-identifying information such as age, date of birth, or dates of school attendance or graduation. For intern applicants, we will need the date you anticipate being available to work full-time in order to be considered for a future full-time conversion offer.

EEO: Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Attest services are provided by KCoe Isom, LLP, a licensed CPA firm