Tax Senior Manager/Principal

This Jobot Job is hosted by: Hunter Dahlstrom

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Salary: $150,000 - $200,000 per year

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.

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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

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 "Apply Now" button.