Senior Tax Manager - Public Accounting - Estate and Trust Tax
Southwest Accounting ResourcesScottsdale, Arizona
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Overview
Schedule
Full-time
Education
CPA
Career level
Director
Remote
On-site
Benefits
Career Development
Job Description
Growing CPA firm in Scottsdale, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff.Job responsibilities:
- Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting.
- Review and sign tax returns, and manage projects associated with individuals, partnerships, and S corporations.
- Provide tax planning and consulting to individuals and businesses.
- Tax planning and preparation of fiduciary income tax returns.
- Research and manage complex tax matters.
- Supervise, train, and mentor staff, seniors, and supervisors.
- Act as a technical resource and mentor.
- Build and develop new business.
- Maintain and nurture existing client relationships.
- Develop and network with referral sources.
- Consult with clients gathering information, resolving problems, and recommending solutions.
- Bachelor’s degree in Accounting or Finance Required, Masters in Tax a plus
- 10+ years of tax experience in public accounting.
- Active CPA license.
- Management experience in public accounting firm.
- Ability to work as part of a client service team with staff, managers, and partners.
- Self-starter with ability to multitask and complete assignments within deadline constraints.
- Professionalism, dependability, integrity, trustworthiness, and cooperative attitude.
- Excellent project management, analytical, interpersonal, oral and written communication skills.
- Strong organizational skills and attention to detail.
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FAQs About Senior Tax Manager - Public Accounting - Estate and Trust Tax Jobs at Southwest Accounting Resources
What is the work location for this position at Southwest Accounting Resources?
This job at Southwest Accounting Resources is located in Scottsdale, Arizona, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Southwest Accounting Resources?
Employer has not shared pay details for this role.
What employment applies to this position at Southwest Accounting Resources?
Southwest Accounting Resources lists this role as a Full-time position.
What experience level is required for this role at Southwest Accounting Resources?
Southwest Accounting Resources is looking for a candidate with "Director" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Southwest Accounting Resources for this role?
Southwest Accounting Resources offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Southwest Accounting Resources?
You can apply for this role at Southwest Accounting Resources either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.