Tax Manager (Trust and Estate)

Why join us? Work/life balance

Duties & Responsibilities: Prepare or review a diverse variety of complex returns for our high-net-worth clients for their trusts, estate (1041’s), and foundations Consult with our estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for our clients Maintain current in-depth knowledge of and be able to read and interpret estate planning documents such as trusts and wills and be able to recommend planning ideas to our clients. Review complex trust income tax returns, and estate income tax returns (Form 1041) Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients current and future taxes Train and mentor managers/seniors/associates on specialization areas, research skills, and helps to appropriately frame tax issues for analysis Performs other duties as assigned

Competencies: Superior verbal and written communication skills

Minimum Qualifications: 5+ years of fiduciary tax and wealth planning experience in public accounting/professional services firm specifically with high-net-worth clients CPA license or JD/LLM in Taxation preferred Bachelor's degree required; master's in taxation preferred Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy