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Tax Manager - Trust, Estate & Gift
TJT Raleigh, NC
$116k-154k (estimate)
Full Time | Consumer Goods 3 Months Ago
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TJT is Hiring a Tax Manager - Trust, Estate & Gift Near Raleigh, NC

TJT is seeking a Tax Manager to help our Trust, Estate & Gift practice. As a T&E Tax Manager, you will focus on tax review and oversee all aspects of trust and gift tax planning and compliance. You will provide expert tax advice to high-net-worth clients to optimize their tax positions and ensure compliance with all relevant tax laws and regulations. Additionally, you will participate in leading a team of TJT tax professionals and developing intentional relationships with clients. 

This position offers the opportunity to join a high-performing, growing team. We are seeking someone who thrives in a growing environment and takes pride in providing clients with exceptional service. This position offers flexibility in terms of office location, as TJT has offices available in the following locations: Raleigh, Durham, Wilmington, Emerald Isle, and Boone NC.

Essential Functions:

  • Review complex trust, estate, and gift tax returns
  • Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, generation skipping tax issues and wealth transfer planning
  • Run client engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget, and up to management standards
  • Build impactful relationships with new and existing clients and maintain relationships with firm leadership
  • Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines
  • Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements
  • Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services
  • Provide timely and high-quality services and work products that exceed client expectations
  • Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations

Professional Requisites:

  • 6 years of progressive tax experience with trusts and estates, as well as high net worth clients
  • Technical expertise complex gift, estate, and fiduciary income tax returns
  • Bachelor’s degree in accounting, finance, or related field; Master’s degree in accounting preferred
  • Current CPA certification preferred
  • Previous work experience in the public accounting industry is required
  • Strong tax research skills
  • Excellent managerial, organizational, and communication skills

Job Summary

JOB TYPE

Full Time

INDUSTRY

Consumer Goods

SALARY

$116k-154k (estimate)

POST DATE

02/23/2024

EXPIRATION DATE

07/10/2024

WEBSITE

tjtinc.com

HEADQUARTERS

KHLONG SAM, CENTRAL

SIZE

200 - 500

FOUNDED

2013

CEO

KENJI IWASHITA

REVENUE

$50M - $200M

INDUSTRY

Consumer Goods

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