Trust and Estate Tax Manager
Brickley Delong P.CMuskegon, Michigan
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Overview
Schedule
Full-time
Education
CPA
Career level
Director
Remote
On-site
Job Description
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:
- 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
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Customized work arrangements
Ability to commute:
- 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)
Experience:
- Accounting: 8 years (Preferred)
- Tax: 8 years (Preferred)
License/Certification:
- CPA License (Required)
Brickley DeLong is a full-service public accounting and business consulting firm serving your West Michigan accounting needs with offices in Grand Haven, Grand Rapids, Hart, and Muskegon. For over 40 years, our focus has been on our clients, our people, and our community.
WHY BD?
Your Future Starts Here.
Brickley DeLong is a top 10 CPA Firm in West Michigan. You will be an essential part of our team, providing services in assurance, tax, consulting and more. At our Firm, you will gain a wide range of experiences allowing you to discover your interests; you will mold your career path and become one of the area’s most trusted business advisors.
Brickley DeLong is committed to developing and rewarding its greatest asset, its employees. We are continually building a team of professionals who are challenged to accept new responsibilities while upholding the highest level of integrity, innovation, and dedication to the Firm and its clients. We value hard work at Brickley DeLong, but we recognize the significance of opportunities for growth and work-life balance. Our focus is not only on quality of work, but on quality of life, which is why we care about our employees and their families. We believe that happy employees produce a strong work ethic, superb teamwork, and lasting client relationships.
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FAQs About Trust and Estate Tax Manager Jobs at Brickley Delong P.C
What is the work location for this position at Brickley Delong P.C?
This job at Brickley Delong P.C is located in Muskegon, Michigan, 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 Brickley Delong P.C?
Employer has not shared pay details for this role.
What employment applies to this position at Brickley Delong P.C?
Brickley Delong P.C lists this role as a Full-time position.
What experience level is required for this role at Brickley Delong P.C?
Brickley Delong P.C 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 is the process to apply for this position at Brickley Delong P.C?
You can apply for this role at Brickley Delong P.C 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.