Sensiba San Filippo
Senior Tax Manager - Estate & Trust
Sensiba San Filippo, Grizzly Flats, California, United States, 95636
Looking to work at a firm that encourages a work life balance and a path to Partnership?
Sensiba is always looking for top talent to add to our integrated team. We have an exciting opportunity for an accomplished, driven, and results-oriented
Trust and Estate Senior Tax Manager
to join our Tax department team. If you're looking for an organization that offers an inclusive environment, uses business as a force for good, and supports you and your family with flexible work options and attractive benefits, take the first step toward joining the Sensiba team!Named a Top 100 Accounting Firm and Top Workplace USA, we're recognized for exceptional employee engagement and dedication in helping our clients solve problems, navigate complexity, and build a foundation for sustainable growth.In 2018, we became a certified B Corporation (B Corp). The B Corp certification distinguishes companies that use the power of business to solve social and environmental problems. It helps us better assess how our core values align with our daily operations and identify where we can improve.
Summary:As a Trust & Estate Tax Manager, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.
Responsibilities:Preparing and review complex gift, estate, and fiduciary income tax returns, including related schedules and formsProviding tax planning and consulting to our firm's high net worth client for estate, trust and individual income taxesResearching and consult on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping taxIdentify and implement estate and income tax planning opportunities for clientsOverseeing billing and collections of clientsManaging, coaching, and mentoring staff, seniors, and supervisorsResearching and drafting memorandum involving complex tax mattersOverseeing complex tax research projects for a variety of clients and diverse industriesManaging multiple engagements concurrently with various teams to efficiently meet client deadlinesServe as performance manager for team membersQualifications:Bachelor's degree in accounting and CPA license, EA or JDMasters of Science in Taxation is a plusAt least 5 years of prior experience working in the tax department of a public accounting firm, with experience leading multiple engagements and supervising staffExcellent analytical and technical tax skills with an emphasis in Gift, Estate and TrustExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsAbility to manage multiple engagements and competing projects in a rapidly growing, fast-paced, results-based team environmentStrong leadership, training, and mentoring skillsExcellent analytical, organizational, project management skills, and strong attention to detailThere are many reasons to join the Sensiba team: generous benefits, competitive compensation, professional advancement opportunities, and above all - our people. If you're looking for an environment that offers you growth, success, and professionalism without compromising your family, passions, and life outside of work, apply today!Sensiba LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.Sensiba LLP complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at talent@sensiba.com.Certain states require employers to disclose the pay range in job postings. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, contact our human resources team.Compensation Range: $130,000 - $210,000**Compensation may vary based on skills, role, and location.
Sensiba is always looking for top talent to add to our integrated team. We have an exciting opportunity for an accomplished, driven, and results-oriented
Trust and Estate Senior Tax Manager
to join our Tax department team. If you're looking for an organization that offers an inclusive environment, uses business as a force for good, and supports you and your family with flexible work options and attractive benefits, take the first step toward joining the Sensiba team!Named a Top 100 Accounting Firm and Top Workplace USA, we're recognized for exceptional employee engagement and dedication in helping our clients solve problems, navigate complexity, and build a foundation for sustainable growth.In 2018, we became a certified B Corporation (B Corp). The B Corp certification distinguishes companies that use the power of business to solve social and environmental problems. It helps us better assess how our core values align with our daily operations and identify where we can improve.
Summary:As a Trust & Estate Tax Manager, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.
Responsibilities:Preparing and review complex gift, estate, and fiduciary income tax returns, including related schedules and formsProviding tax planning and consulting to our firm's high net worth client for estate, trust and individual income taxesResearching and consult on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping taxIdentify and implement estate and income tax planning opportunities for clientsOverseeing billing and collections of clientsManaging, coaching, and mentoring staff, seniors, and supervisorsResearching and drafting memorandum involving complex tax mattersOverseeing complex tax research projects for a variety of clients and diverse industriesManaging multiple engagements concurrently with various teams to efficiently meet client deadlinesServe as performance manager for team membersQualifications:Bachelor's degree in accounting and CPA license, EA or JDMasters of Science in Taxation is a plusAt least 5 years of prior experience working in the tax department of a public accounting firm, with experience leading multiple engagements and supervising staffExcellent analytical and technical tax skills with an emphasis in Gift, Estate and TrustExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsAbility to manage multiple engagements and competing projects in a rapidly growing, fast-paced, results-based team environmentStrong leadership, training, and mentoring skillsExcellent analytical, organizational, project management skills, and strong attention to detailThere are many reasons to join the Sensiba team: generous benefits, competitive compensation, professional advancement opportunities, and above all - our people. If you're looking for an environment that offers you growth, success, and professionalism without compromising your family, passions, and life outside of work, apply today!Sensiba LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.Sensiba LLP complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at talent@sensiba.com.Certain states require employers to disclose the pay range in job postings. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, contact our human resources team.Compensation Range: $130,000 - $210,000**Compensation may vary based on skills, role, and location.