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Tax Manager - Estate, Gift & Trust
3780 Kilroy Airport Way, Suite 600 Long Beach, CA 90802 US
Job Description
Tax Manager – Estate, Gift & Trust
Position Requirements
Position:
- Desire to become a tax partner in the Estate, Gift & Trust area at a leading regional CPA firm
- CPA/ MBT (MST) or CPA/JD/ LLM
- More than six years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
- Reviewed or performed compliance on at least 20 estate tax returns
- Reviewed or performed compliance on numerous fiduciary income tax returns
- Interpreted wills and trusts pertaining to estate and fiduciary income tax returns
- Progressive record of promotion
- Successful in developing and mentoring staff toward promotion
- Experience defending clients in IRS audits
- Record of success in developing relationships within firm
- Experience with software pertaining to estate tax returns, estate planning, trust accounting and income tax returns
Project Challenges:
First Year:
- Successfully take over from practice partner the day-to-day management of firm’s largest trust account, comprising more than 300 returns annually
- Develop and mentor staff to permit increased delegation of duties
- Run various estate and gift tax engagements as needed
Long Term:
- Develop relationships with and earn sufficient respect from staff, peers, senior managers and partners to warrant promotion to partner
- Gain sufficient expertise within EGT practice to become technical expert
- Demonstrate sufficient success in business development with new and existing clients to justify admission into partnership
- Develop community and professional relationships through participation/leadership in civic organizations and professional associations
Culture:
- Possess team approach toward executing work and developing business
- Be open to sharing an office with another Manager (Senior Managers have private offices)
- Should seek balanced lifestyle characterized by firm
Other Information:
Equal opportunity employer
To apply, send resume in word format with current salary for review and immediate interview.