Tax/ Sr Tax Manager, Estate & Trust

77 consultantsMacon, GALead L6

Responsibilities:

Lead multiple tax engagements to deliver high-quality tax preparation, research, planning, and consulting services for a diverse clientele.
Review and prepare estate, gift, and fiduciary income tax returns.
Undertake Power of Attorney responsibilities for clients, ensuring timely follow-up with governmental authorities as necessary.
Conduct estate research and tax analyses while documenting findings and conclusions.
Stay informed regarding current tax practices and changes in tax legislation.
Develop, supervise, and assign responsibilities within the estate and trust team.
Provide exceptional client service and cultivate trusting client relationships.
Generate new business opportunities and identify cross-selling leads among existing clients.
Qualifications of a Strong Candidate Include
A minimum of 5 to 10 years of relevant compliance experience with a specialization in estate, gift, trust, and tax services.
A Bachelor's degree in accounting or an equivalent recognized business credential is required.
CPA licensure is mandatory; a Juris Doctor degree is considered an asset.
Excellent verbal and written communication skills are essential.
Strong leadership and personnel management abilities are required.
Demonstrated capacity to manage multiple tasks concurrently.
Familiarity with software related to estate tax returns, gift tax returns, fiduciary accounting, and income tax returns is advantageous.

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Level

Lead L6

Location

Macon, GA

Occupation

Accountants and Auditors

Industry

Trusts, Estates, and Agency Accounts

Posted

yesterday