Search Jobs
Regal Executive Search
https://cdn.haleymarketing.com/templates/61827/logos/regalexecutivesearch-hml.png
http://www.regalexecutivesearch.com
http://www.regalexecutivesearch.com
USD
100000
YEAR
true
Tax Manager - Trusts and Estates
POSITION SUMMARY
Our firm is currently assisting a CPA Firm in Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Manager position.
The Trust & Estates Tax Manager will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.
Qualifications
Other Information:
Equal opportunity employer
To apply, send resume in word format with current salary for review and immediate interview.
Accounting Manager Tax - Trusts and Estates
26463 Rancho Parkway South Lake Forest, CA 92630 US
2016-01-22
2023-10-28
Industry: Accounting / Finance
Job Number: 1077
Salary: 100,000
Job Description
Tax Manager - Trusts and Estates
POSITION SUMMARY
Our firm is currently assisting a CPA Firm in Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Manager position.
The Trust & Estates Tax Manager will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.
Qualifications
- CPA certification
- Recent Public Accounting experience.
- Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting.
- Minimum of five years’ experience in the preparation and review of fiduciary income tax returns. Seven years or more preferred.
- Prior client management experience.
Other Information:
Equal opportunity employer
To apply, send resume in word format with current salary for review and immediate interview.