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Experienced 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.
Experienced Tax Manager - Trusts and Estates
2603 Main Street, Suite 600 Irvine, CA 92614 US
2016-10-04
2023-04-26
Industry: Accounting / Finance
Job Number: 1340
Salary: 110,000
Job Description
Experienced 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.
- Experience with Partnerships and S Corporations 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.