Trust & Estates Tax Manager

Jobot

$90K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • CPA license required
  • 5+ years of recent public accounting experience with a tax focus
  • Experience in Trusts & Estates is highly desirable
  • Proficient in preparing and reviewing complex returns (1040, 1065, 1120S, 1120)
  • Experience with CCH Axcess and/or CCH ProFx Engagement is preferred

Responsibilities

  • Manage individual and business tax preparations and filings
  • Consult with clients on tax strategies and planning
  • Review and ensure accuracy of complex tax returns
  • Provide expertise in Trusts & Estates taxation
  • Lead and mentor junior accounting staff

Benefits

  • Medical Insurance
  • Dental/Vision Insurance
  • Life insurance
  • HSA/FSA
  • 401k with matching contribution
  • Generous paid time off
  • Sick leave, personal leave, and holidays
Full Job Description
A bit about us:

Having deep roots in the local community, we are proud to have served families and businesses for over 40 years! We're a mid-sized accounting firm based in Bellevue, WA. We offer a wide range of accounting services, from bookkeeping and tax preparation to business and tax consulting. Our core values are caring, competence and value. We strive to look beyond the numbers to provide caring service, and we believe competent CPAs can offer compelling value to clients who need a trusted accountant for the important financial decisions in their life.

A 'Business of the Year' winner, we are currently recruiting a Tax Manager, an experienced CPA with expertise in individual and business taxation as well as extensive client management experience. Our firm offers some scheduling flexibility and remote work options, with at least part-time hours onsite in Bellevue preferred for this leadership position!!

Hybrid schedule***

Why join us?

  • Medical Insurance!
  • Dental/Vision Insurance!
  • Life insurance!
  • HSA/FSA!
  • 401k with matching contribution!
  • Generous paid time off!
  • Sick leave, personal leave and holidays!

Job Details

Qualifications:

  • CPA license
  • 5+ years of recent experience in public accounting with a focus on tax
  • Trusts & Estates experience highly desirable***
  • Is proficient in preparing and reviewing complex returns (1040, 1065, 1120S, and 1120), plus providing tax estimates, consulting, and planning for those clients
  • CCH Axcess and/or CCH ProFx Engagement (preferred)

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Similar Jobs

More Jobs at Jobot

More Legal & Accounting Jobs

Find similar Trust & Estates Tax Manager jobs: