Tax Senior Manager - Estate, Trust, Gift, High-Net Worth

SC&H Group$150K — $200K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance or related field.
  • 7+ years of public accounting experience in Tax practice (Big 4 or large regional firms preferred).
  • Extensive experience with estate, trust, gift, and high net worth (1040's) tax returns preparation and review.
  • Strong research, writing, and interpersonal skills.
  • Must possess CPA or EA certification.
  • Ability to work on-site two days a week at designated offices.

Responsibilities

  • Oversee tax compliance processes for clients with estate, trust, gift, and high net worth matters.
  • Prepare and review complex tax returns and ensure compliance with regulations.
  • Communicate effectively with clients to address tax-related inquiries.
  • Collaborate with team members and other professionals across the firm.
  • Research tax issues and respond to complex questions in a timely manner.

Benefits

  • Employee ownership program allowing equity stake after one year.
  • Comprehensive health plan with multiple options.
  • At least 4 weeks of paid time off and 8 firm-paid holidays.
  • 401k plan with employer match.
  • Annual firm trip to an all-inclusive tropical location for you and a guest.
Full Job Description
SC&H Group Inc. is looking to add a talented Senior Tax Manager to our expanding team. We seek individuals with significant exposure to the tax compliance process, the ability to understand a broad range of general tax issues, preparation of tax returns, and the professionalism necessary to effective communicate with clients, peers and SC&H professionals at all levels. More specifically, we are looking for a seasoned professional who has extensive experience with estate, trust, gift, and high net worth 1040 returns.

Qualified Candidates will have the following:

  • Bachelor's degree in Accounting, Finance or other business related field.
  • Minimum of 7 years of public accounting experience in the Tax practice (Big 4, national or large regional firm experience preferred).
  • Extensive experience preparing and reviewing estate, trust, gift and high net worth (1040's) tax returns.
  • Excellent Research, Writing and Interpersonal skills.
  • CPA or EA is required
  • Ability to be on site at one of the following offices 2 days a week:
    • Hunt Valley, MD (Headquarters)
    • Columbia, MD
    • Tysons Corner, VA


All candidates will demonstrate:

  • Effective written and verbal communication skills
  • Ability to self-check work for accuracy
  • The ability to recognize and actively seek on-the-job learning to understand role and responsibilities
  • The ability to think independently.


Salary & Benefits

The expected annual base salary for this position is $150,000 - $200,000 with additional bonuses available. Salary offers are made based on a variety of candidate-specific factors such as candidate's skills, performance, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations.

As a 100% employee-owned firm, SC&H offers the unique benefit of real equity ownership for every colleague with at least 1 year of service. Watch your stake grow as your tenure increases and the firm achieves success. We also offer a comprehensive health plan with multiple options to suit your needs, at least 4 weeks of paid time off, 8 firm-paid holidays, 401k with employer match, and an annual firm trip for you and a guest to an all-inclusive tropical location.

About SC&H Group

SC&H Group is a management consulting firm that provides accounting, audit, tax, and consulting services to clients in various industries. The company was founded in 1991 and is headquartered in Sparks, Maryland. SC&H Group has additional offices in Virginia and Georgia. The company's services include financial reporting, risk management, mergers and acquisitions, and technology consulting. SC&H Group serves clients in the healthcare, government contracting, real estate, and manufacturing industries, among others.
Learn more about SC&H Group
Size
300 employees
Industry
Net Income
$5 million
Founded
1991
5 Year Trend
+10%
Revenue
$50 million

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