What are the responsibilities and job description for the Tax Manager - Trust & Estate position at Insite US?
I am currently partnered with a Mid-Size CPA firm who are seeking an experienced Tax Manager specializing in Trusts and Estates to join their dynamic team. As a key member of the tax department, you will be responsible for overseeing and managing all aspects of trust and estate tax compliance and planning for clients.
Responsibilities:
- Develop and implement tax strategies for trusts, estates, and high-net-worth individuals to minimize tax liabilities and ensure compliance with relevant regulations.
- Provide expert guidance on complex tax matters related to estate planning, gifting, and wealth transfer strategies.
- Review and prepare tax returns, including Forms 1041, 706, and 709, ensuring accuracy and compliance with current tax laws.
- Collaborate with clients, attorneys, and financial advisors to provide comprehensive tax planning and advisory services.
- Stay updated on changes in tax laws and regulations affecting trusts and estates, and communicate their impact on clients' financial strategies.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field (Master's degree or CPA preferred).
- Experience in trust and estate tax planning and compliance.
- Strong knowledge of tax laws and regulations related to trusts, estates, and high-net-worth individuals.
- Excellent analytical and problem-solving skills with a keen attention to detail.
- Ability to communicate complex tax concepts effectively to clients and team members.
- Proficiency in tax preparation software and Microsoft Office Suite.
- MUST currently be working in a CPA firm
Benefits:
- Competitive salary commensurate with experience.
- Comprehensive benefits package including health insurance, retirement plans, etc.
- Professional development opportunities and a supportive work environment.