Bachelor's or Master's Degree in Accounting/Taxation
5+ years of public accounting or governmental experience
CPA License or Enrolled Agent status
Strong technical knowledge in individual, trust, and estate tax returns
Excellent analytical, problem-solving, and research skills
Strong communication and writing abilities
Proven ability to manage multiple engagements and meet deadlines
Experience with CCH Axcess software is a plus
Responsibilities
Prepare or review various tax returns for compliance with laws
Collaborate with clients and legal professionals to resolve tax issues
Analyze trust documents and wills for tax implications
Meet client deadlines and manage time effectively
Develop quality client relationships
Engage in firm training to enhance technical skills
Deliver high-quality client service with quick turnaround
Conduct tax research on income, trust, and estate laws
Assist in streamlining tax compliance and consulting processes
Benefits
Professional development opportunities through firm training courses
Collaborative work environment with legal and tax professionals
Regular client interaction to build relationships
Opportunity to mentor and lead junior staff
Engagement in diverse tax-related projects
Supportive team culture focused on quality service
Full Job Description
Our firm is seeking a Tax Manager in our Grand Rapids, MI office, specializing in estate, gift, trust and high net worth individual taxation. The manager in this role will interact with clients on a regular basis while reporting to firm principals within our Domestic Tax Group. The manager will work with legal and tax professionals and taxing authorities on matters relating to federal and state individual income taxes, estate and fiduciary income taxes, and postmortem tax issues and estate administration.
Responsibilities:
Prepare or review income tax returns, trust returns, estate tax returns, and other documentation for compliance with tax laws and regulations
Work with clients, estate's attorney, related professionals and internal engagement teams to resolve tax-related issues and administration matters
Review, analyze, and interpret trust documents and wills and develop knowledge about tax implications of language in documents
Meet time constraints and client deadlines
Begin acquiring the skills necessary to develop quality client relationship
Participate in firm training courses to further develop technical skills
Provide excellent client service by producing quality work, quick turnaround and attentive service
Assist in tax research related to income, trust and estate laws
Assist team in developing new processes and improve existing processes to streamline services for individual, trust, and estate tax compliance and consulting
Qualifications:
Bachelor's Degree and/or Master's Degree in Accounting/Taxation
5+ years of recent public accounting experience or related governmental experience
CPA License or Enrolled Agent status
Demonstrated technical knowledge in individual, trust, and estate tax returns
Excellent analytical, problem-solving, and research skills
Excellent communication and writing skills
Ability to make and support decisions regarding accounting and tax matters
Ability to perform multiple engagements and meet deadlines
Ability to mentor, lead, and train people and to adapt to different learning styles of others
CCH Axcess software experience helpful, but not required
Located within commuting distance of Grand Rapids office
About Doeren Mayhew
Doeren Mayhew is a public accounting firm that provides audit, tax, and consulting services to businesses and individuals. The company was founded in 1932 and is headquartered in Troy, Michigan. Doeren Mayhew has additional offices in Michigan, Texas, Florida, and North Carolina. The company serves clients in a variety of industries, including healthcare, manufacturing, construction, and not-for-profit organizations. Doeren Mayhew is committed to providing high-quality services and building long-term relationships with its clients.
