What are the responsibilities and job description for the Trust and Estate Tax Manager position at Brickley DeLong P.C.?
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:
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
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Customized work arrangements
- 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)
- Accounting: 8 years (Preferred)
- Tax: 8 years (Preferred)
- CPA License (Required)