Tax Manager - Trusts & Estates

Tax Manager - Trusts & Estates

About the

Opportunity

Our client, a mid-sized accounting and advisory firm, is currently seeking a Tax Manager in Salem, Oregon. In this hybrid-remote role, you will be responsible for the accurate, efficient and timely preparation of estate, gift and fiduciary tax returns, as well as corporate, pass-through entities and

individual returns.

Qualified candidates must have a strong working knowledge of trust taxation theory, trust and fiduciary accounting income, and distributable net income rules, as well as the trusts (revocable living, grantor, marital, bypass, charitable split-interest).

Responsibilities

• Client and project management, including collaborating with client attorneys to facilitate tax return preparation
• Analyze and apply provisions in estate planning documents, including power of attorney, wills, codicils, and trust agreements
• Participate in estate planning, tax accounting and consulting activities as needed

Required Education and Experience

• Bachelor's degree in Accounting
• Master's degree in Taxation preferred
• 5-7 years of experience in public accounting
• 2+ years of experience representing clients before taxing authorities
• 1+ year of experience supervising and directing the work of support accounting staff
• Current and valid CPA license

What We Offer

• Competitive Compensation: $135,000 - $165,000
• Hybrid Work Environment: Office, Client Visits
• Benefits: PTO, Insurance (Health, Life, Dental, Vision, HSA, FSA), 401k