Tax Senior Manager/Principal at Jobot
Rochester, NY 14604
About the Job
Lead trust and estate tax services in a senior leadership role with a focus on expertise and growth.
This Jobot Job is hosted by: Hunter Dahlstrom
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $150,000 - $200,000 per year
A bit about us:
We’re a firm that values forward-thinking and exceptional client service. In this role, you’ll bring your expertise in trust and estate taxation to the forefront while working in a collaborative, supportive environment. You’ll have the opportunity to lead tax processes and make a meaningful impact across teams. If you're looking for a place where you can grow professionally while making a difference for your clients, this could be a great fit.
Apply here and contact Hunter Dahlstrom directly for details at https://apply.jobot.com/jobs/tax-senior-manager-principal/613799684/?utm_source=Monster or 248.636.2434 (direct cell #).
Why join us?
Competitive salary
16 paid holidays, a vacation package, and unlimited sick time
Flexible "dress for your day" policy
Half-day Fridays in the summer
Ongoing career and professional development opportunities
CPA exam reimbursement – up to a $25,000 bonus
Comprehensive medical, dental, and vision benefits
401K & Profit-sharing plans
Regular firm events to promote team engagement
Job Details
As a Tax Senior Manager/Principal, you will play a key leadership role overseeing tax compliance and advisory services, specifically focusing on trust and estate taxation. You’ll work closely with clients and the team to ensure the timely and accurate completion of tax returns, research tax law issues, and provide expert advice on estate and trust tax matters. Additionally, you’ll help develop team members and drive high-quality service delivery. This role is ideal for someone with deep technical knowledge and a passion for leadership in the tax field.
Responsibilities:
Prepare and review fiduciary income, gift, and estate tax returns
Oversee estate and trust fiduciary accounting and reporting
Collaborate with fiduciaries, attorneys, and relevant professionals on tax matters
Advise clients on estate planning and coordinate the development of comprehensive plans
Lead and mentor team members, providing guidance on technical tax issues
Manage administrative aspects of trust and estate matters, ensuring compliance and deadlines are met
Qualifications:
Bachelor’s degree in Accounting, Finance, Tax, Law, or related field
CPA, EA, or attorney license required
Minimum of 10 years of experience in tax or related professional services
Strong leadership and problem-solving abilities
Excellent communication skills, both written and verbal
Proficiency with CCH or similar tax applications and Microsoft Suite preferred
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Hunter Dahlstrom
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $150,000 - $200,000 per year
A bit about us:
We’re a firm that values forward-thinking and exceptional client service. In this role, you’ll bring your expertise in trust and estate taxation to the forefront while working in a collaborative, supportive environment. You’ll have the opportunity to lead tax processes and make a meaningful impact across teams. If you're looking for a place where you can grow professionally while making a difference for your clients, this could be a great fit.
Apply here and contact Hunter Dahlstrom directly for details at https://apply.jobot.com/jobs/tax-senior-manager-principal/613799684/?utm_source=Monster or 248.636.2434 (direct cell #).
Why join us?
Competitive salary
16 paid holidays, a vacation package, and unlimited sick time
Flexible "dress for your day" policy
Half-day Fridays in the summer
Ongoing career and professional development opportunities
CPA exam reimbursement – up to a $25,000 bonus
Comprehensive medical, dental, and vision benefits
401K & Profit-sharing plans
Regular firm events to promote team engagement
Job Details
As a Tax Senior Manager/Principal, you will play a key leadership role overseeing tax compliance and advisory services, specifically focusing on trust and estate taxation. You’ll work closely with clients and the team to ensure the timely and accurate completion of tax returns, research tax law issues, and provide expert advice on estate and trust tax matters. Additionally, you’ll help develop team members and drive high-quality service delivery. This role is ideal for someone with deep technical knowledge and a passion for leadership in the tax field.
Responsibilities:
Prepare and review fiduciary income, gift, and estate tax returns
Oversee estate and trust fiduciary accounting and reporting
Collaborate with fiduciaries, attorneys, and relevant professionals on tax matters
Advise clients on estate planning and coordinate the development of comprehensive plans
Lead and mentor team members, providing guidance on technical tax issues
Manage administrative aspects of trust and estate matters, ensuring compliance and deadlines are met
Qualifications:
Bachelor’s degree in Accounting, Finance, Tax, Law, or related field
CPA, EA, or attorney license required
Minimum of 10 years of experience in tax or related professional services
Strong leadership and problem-solving abilities
Excellent communication skills, both written and verbal
Proficiency with CCH or similar tax applications and Microsoft Suite preferred
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
150,000 - 200,000 /year