What are the responsibilities and job description for the Tax Manager (Individual, Trust, Estate, and Gift Specialty) position at Doeren Mayhew CPAs and Advisors?
Doeren Mayhew is a $170 million certified public accounting and advisory firm headquartered in Troy, Michigan, with offices in Grand Rapids, Saranac, Houston, Miami, Atlanta, Dallas, Charlotte, Tampa, greater Nashville area, Zurich and London. Founded in 1932, Doeren Mayhew is recognized as the 47th largest CPA firm in the U.S. If you want to join a company positioned for successful future growth and is consistently named among the 50 best-managed firms in the nation, this is the place for you!
Our firm is seeking a Tax Manager in our Grand Rapids, MI office, specializing in estate, gift, trust and high net worth individual taxation. The manager in this role will interact with clients on a regular basis while reporting to firm principals within our Domestic Tax Group. The manager will work with legal and tax professionals and taxing authorities on matters relating to federal and state individual income taxes, estate and fiduciary income taxes, and postmortem tax issues and estate administration.
Responsibilities:
- Prepare or review income tax returns, trust returns, estate tax returns, and other documentation for compliance with tax laws and regulations
- Work with clients, estates attorney, related professionals and internal engagement teams to resolve tax-related issues and administration matters
- Review, analyze, and interpret trust documents and wills and develop knowledge about tax implications of language in documents
- Meet time constraints and client deadlines
- Begin acquiring the skills necessary to develop quality client relationship
- Participate in firm training courses to further develop technical skills
- Provide excellent client service by producing quality work, quick turnaround and attentive service
- Assist in tax research related to income, trust and estate laws
- Assist team in developing new processes and improve existing processes to streamline services for individual, trust, and estate tax compliance and consulting
Qualifications:
- Bachelors Degree and/or Masters Degree in Accounting/Taxation
- 5 years of recent public accounting experience or related governmental experience
- CPA License or Enrolled Agent status
- Demonstrated technical knowledge in individual, trust, and estate tax returns
- Excellent analytical, problem-solving, and research skills
- Excellent communication and writing skills
- Ability to make and support decisions regarding accounting and tax matters
- Ability to perform multiple engagements and meet deadlines
- Ability to mentor, lead, and train people and to adapt to different learning styles of others
- CCH Axcess software experience helpful, but not required
- Located within commuting distance of Grand Rapids office
Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.
