Jobot
Tax Manager - Trusts, Estates, Gifts
Jobot, Boston, Massachusetts, us, 02298
Employee centric firm with low busy season hours and quarterly bonuses!
This Jobot Job is hosted by: Chris CavishAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $130,000 - $210,000 per year
A bit about us:
We are a premier accounting and business advisory firm with a focus on providing personalized, high-quality services to our clients. With over 50 years of experience, our team has built a reputation for delivering expert advice and innovative solutions to businesses and individuals in the Northern Virginia and Washington DC metropolitan areas. Our highly qualified professionals are committed to understanding each client's unique needs and providing tailored solutions to help them achieve their financial goals. Whether it's tax planning, accounting services, business consulting, or wealth management, we are dedicated to helping our clients succeed. We are a Top 300 ranked CPA in the nation. We pride ourselves with awesome client reviews and satisfaction along with a great work/life balance.
Why join us?Base Salary: $130,000 - $210,000Quarterly bonusesPaid Holidays401kPTOShortened seasonal work weeksProfit-sharing planHSA-compatible health planLife insuranceJob Details
Job Description:
We are seeking a dynamic and experienced Tax Manager to join our team. As a Tax Manager, you will play a key role in leading and managing audit engagements, ensuring high-quality service delivery, and fostering strong client relationships.
Responsibilities:
Preparing and reviewing a variety of tax returns for multiple clients including, estate, trust, gift, and individuals as well as fiduciary accountings.Demonstrating passion for this unique tax area.Identifying tax planning and consulting opportunities.Researching estate, gift and trust related issues.Developing a relationship with and maintaining contact with clients.Proactively communicating with and managing other staff assigned to the projects.Working on complex accounting and/ or tax issues.Mentoring and training staff.Serving as a resource for CST partners on estate, trust and gift matters for their clients.Being mentored in performing estate tax/family planning and learning from experienced team members.Qualifications
MS in Taxation, MPA or BS in AccountingMust have CPA license and 5-7 years of public accounting experienceExcellent client service skills, strong oral, written and presentation skills and leadership abilityMust be local to Reston, VA to facilitate a hybrid schedule.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
This Jobot Job is hosted by: Chris CavishAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $130,000 - $210,000 per year
A bit about us:
We are a premier accounting and business advisory firm with a focus on providing personalized, high-quality services to our clients. With over 50 years of experience, our team has built a reputation for delivering expert advice and innovative solutions to businesses and individuals in the Northern Virginia and Washington DC metropolitan areas. Our highly qualified professionals are committed to understanding each client's unique needs and providing tailored solutions to help them achieve their financial goals. Whether it's tax planning, accounting services, business consulting, or wealth management, we are dedicated to helping our clients succeed. We are a Top 300 ranked CPA in the nation. We pride ourselves with awesome client reviews and satisfaction along with a great work/life balance.
Why join us?Base Salary: $130,000 - $210,000Quarterly bonusesPaid Holidays401kPTOShortened seasonal work weeksProfit-sharing planHSA-compatible health planLife insuranceJob Details
Job Description:
We are seeking a dynamic and experienced Tax Manager to join our team. As a Tax Manager, you will play a key role in leading and managing audit engagements, ensuring high-quality service delivery, and fostering strong client relationships.
Responsibilities:
Preparing and reviewing a variety of tax returns for multiple clients including, estate, trust, gift, and individuals as well as fiduciary accountings.Demonstrating passion for this unique tax area.Identifying tax planning and consulting opportunities.Researching estate, gift and trust related issues.Developing a relationship with and maintaining contact with clients.Proactively communicating with and managing other staff assigned to the projects.Working on complex accounting and/ or tax issues.Mentoring and training staff.Serving as a resource for CST partners on estate, trust and gift matters for their clients.Being mentored in performing estate tax/family planning and learning from experienced team members.Qualifications
MS in Taxation, MPA or BS in AccountingMust have CPA license and 5-7 years of public accounting experienceExcellent client service skills, strong oral, written and presentation skills and leadership abilityMust be local to Reston, VA to facilitate a hybrid schedule.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.