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Trust and Estate Tax Manager
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$72k-93k (estimate)
Full Time 1 Week Ago
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BRICKLEY DELONG P.C is Hiring a Trust and Estate Tax Manager Near Muskegon, MI

Job Description

Job Description
Brickley DeLong is a full-service, West-Michigan based, public accounting and business consulting firm with offices in Muskegon, Grand Haven, Grand Rapids, and Hart. This position can be located out of any office. We are currently seeking a Tax Manager who specializes in Trust and Estate planning to join our growing team! Our team is looking for someone who has extensive experience working with trust income tax returns and estate tax returns.
This role would require working closely with trustees, personal representatives and attorneys to gather information needed to prepare the tax returns required. This role also requires the ability to manage a broad range of business and individual filings. The right candidate must have excellent interpersonal skills and will be an essential member of our team, providing services in tax, consulting, trust & estate tax experience, and assurance. The right candidate should also be able to build and maintain strong client relationships through effective communication and understanding of unique financial situations.
Job Duties:
  • Ensures compliance function of client engagements, including the preparation and technical review of corporate, partnership, individual trusts, income tax returns and estate tax returns
  • Identifies tax planning calculations
  • Works and assists with tax research and planning
  • Researches and consults on complex tax matters
  • Completes trust and estate planning
  • Assists the firm in process improvement and best practices
  • Manages and supervises multiple client engagements
Benefits :
  • 401(k)
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
  • Customized work arrangements
Ability to commute:
  • Grand Rapids, MI: Reliably commute or planning to relocate before starting work (Required)
  • Muskegon, MI: Reliably commute or planning to relocate before starting work (Required)
  • Grand Haven, MI: Reliably commute or planning to relocate before starting work (Required)
Experience:
  • Accounting: 8 years (Preferred)
  • Tax: 8 years (Preferred)
License/Certification:
  • CPA License (Required)

Job Summary

JOB TYPE

Full Time

SALARY

$72k-93k (estimate)

POST DATE

05/01/2024

EXPIRATION DATE

05/14/2024

WEBSITE

brickleydelong.com

HEADQUARTERS

GRAND RAPIDS, MI

SIZE

25 - 50

FOUNDED

1975

REVENUE

<$5M

INDUSTRY

Business Services

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About BRICKLEY DELONG P.C

Brickley DeLong is a full-service public accounting and business consulting firm serving the West Michigan community with offices in Grand Haven, Grand Rapids, Muskegon, and Hart. For over 40 years our focus has been on our clients, our people, and our community. We offer personalized services in tax, accounting, audit, consulting and more. However, we are more than just number crunchers! Client relationships form the foundation of our success, and our dedicated team of professionals makes it their priority to see each client attain the highest level of success possible. Services: business and ... individual taxation, audit and assurance, business consulting, payroll, bookkeeping, business valuations, internal controls, QuickBooks, and job placement Industries: education, healthcare, agribusiness, closely-held businesses, contractors, government, international, manufacturing, not for profit, and professional services More
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