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Senior Tax Manager - Trusts and Estates
POSITION SUMMARY
Our firm is currently assisting a CPA Firm in West LA area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior Manager position.
The Trust & Estates Tax Senior 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
Senior Tax Manager - Trusts and Estates
8383 Wilshire Boulevard, Suite 530 Beverly Hills, CA 90211 US
2019-08-20
2023-10-28
Industry: Accounting / Finance
Job Number: 2273
Job Description
Senior Tax Manager - Trusts and Estates
POSITION SUMMARY
Our firm is currently assisting a CPA Firm in West LA area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior Manager position.
The Trust & Estates Tax Senior 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