Full Job Description
As a Manager on our Estate, Gifts, and Trusts team, your role includes:
• Preparing and reviewing complex fiduciary, estate, and gift tax returns, including Form 1041 (U.S. Income Tax Return for Estates and Trusts), Form 706 (U.S. Estate Tax Return), and Form 709 (U.S. Gift and Generation-Skipping Transfer Tax Return)
• Performing and overseeing complex tax research related to estate, gift, fiduciary income, and GST tax matters
• Identifying tax planning opportunities and recommending appropriate trust and wealth-transfer strategies based on client circumstances
• Reviewing complex tax calculations, elections, disclosures, and supporting documentation associated with Forms 1041, 706, and 709
• Supervising, mentoring, and reviewing the work of associates and senior-level team members
• Serving clients as a trusted resource on estate, trust, and gift tax matters
The successful candidate must have:
• Bachelor's Degree in Accounting
• Active CPA license
• 5+ years of public accounting experience in Estate, Gift & Trust Tax
• Ability to manage and mentor staff
• Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
• Ability to travel on-site to clients as needed
Redpath and Company offers a comprehensive benefit package, including:
• Medical, Dental, and Vision plans
• HSA and FSA
• Voluntary Long-Term Disability
• Company paid Short-Term Disability
• Paid parenting leave
• 401k plan with company match after 6 months of service