Fully Remote Senior Tax Manager - Trusts and Estates at Jobot
Pleasanton, CA
About the Job
Fully Remote Opportunity! Join a dynamic growing accounting firm, shape client success, and lead with expertise. Apply now!
This Jobot Job is hosted by: Travis Poley
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $160,000 - $210,000 per year
A bit about us:
This is an exciting opportunity for a seasoned tax professional to take their career to the next level. If you have a passion for tax strategy and estate planning and are looking for a challenging, fully remote role, we encourage you to apply.
We are currently seeking a highly motivated, detail-oriented Senior Tax Manager specializing in Trusts and Estates. This is a fully remote, permanent position that offers the opportunity to work with an innovative team in the finance industry. The ideal candidate will have a strong background in estate planning, trust administration, and fiduciary tax. They will be responsible for overseeing all aspects of tax planning, compliance, and strategy for our clients. This position requires a minimum of 5 years of experience in a similar role.
Why join us?
Compensation: 160-210K + Potential Sign on Bonus + Annual Bonus + so much more!
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
Job Details
Responsibilities:
1. Oversee and manage all aspects of tax compliance for trusts and estates, including federal and state income, gift, and estate tax returns.
2. Develop and implement tax planning strategies for high net worth individuals and their estates.
3. Provide guidance and support to clients on estate and trust tax matters.
4. Collaborate with internal teams and external advisors to ensure that all tax strategies are aligned with the client's financial goals and objectives.
5. Stay informed on current tax laws and regulations and communicate any changes that may impact clients to the appropriate parties.
6. Conduct research on complex tax issues and provide solutions that minimize tax liability and increase client wealth.
7. Review and approve trust and estate tax work papers and returns prepared by junior staff.
8. Foster and maintain client relationships, ensuring high levels of client satisfaction.
Qualifications:
1. Certified Public Accountant (CPA) designation is required.
2. Minimum of 5 years of experience in tax planning and compliance for trusts and estates.
3. In-depth knowledge of federal and state tax laws and regulations related to trusts and estates.
4. Strong understanding of fiduciary tax and estate planning strategies.
5. Excellent analytical and problem-solving skills.
6. Strong communication and interpersonal skills, with the ability to explain complex tax issues in a clear and concise manner.
7. Proven leadership skills, with experience managing and mentoring junior staff.
8. Ability to work independently in a fully remote environment, with strong organizational skills and the ability to manage multiple projects simultaneously.
9. Proficiency in tax preparation software and Microsoft Office Suite.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
This Jobot Job is hosted by: Travis Poley
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $160,000 - $210,000 per year
A bit about us:
This is an exciting opportunity for a seasoned tax professional to take their career to the next level. If you have a passion for tax strategy and estate planning and are looking for a challenging, fully remote role, we encourage you to apply.
We are currently seeking a highly motivated, detail-oriented Senior Tax Manager specializing in Trusts and Estates. This is a fully remote, permanent position that offers the opportunity to work with an innovative team in the finance industry. The ideal candidate will have a strong background in estate planning, trust administration, and fiduciary tax. They will be responsible for overseeing all aspects of tax planning, compliance, and strategy for our clients. This position requires a minimum of 5 years of experience in a similar role.
Why join us?
Compensation: 160-210K + Potential Sign on Bonus + Annual Bonus + so much more!
- Extremely Competitive Benefits Package
- 5-15% year over year raises
- 4+ weeks PTO + All federal Holidays - summer Fridays & more!
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
Job Details
Responsibilities:
1. Oversee and manage all aspects of tax compliance for trusts and estates, including federal and state income, gift, and estate tax returns.
2. Develop and implement tax planning strategies for high net worth individuals and their estates.
3. Provide guidance and support to clients on estate and trust tax matters.
4. Collaborate with internal teams and external advisors to ensure that all tax strategies are aligned with the client's financial goals and objectives.
5. Stay informed on current tax laws and regulations and communicate any changes that may impact clients to the appropriate parties.
6. Conduct research on complex tax issues and provide solutions that minimize tax liability and increase client wealth.
7. Review and approve trust and estate tax work papers and returns prepared by junior staff.
8. Foster and maintain client relationships, ensuring high levels of client satisfaction.
Qualifications:
1. Certified Public Accountant (CPA) designation is required.
2. Minimum of 5 years of experience in tax planning and compliance for trusts and estates.
3. In-depth knowledge of federal and state tax laws and regulations related to trusts and estates.
4. Strong understanding of fiduciary tax and estate planning strategies.
5. Excellent analytical and problem-solving skills.
6. Strong communication and interpersonal skills, with the ability to explain complex tax issues in a clear and concise manner.
7. Proven leadership skills, with experience managing and mentoring junior staff.
8. Ability to work independently in a fully remote environment, with strong organizational skills and the ability to manage multiple projects simultaneously.
9. Proficiency in tax preparation software and Microsoft Office Suite.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
