Job Description

Overview

Senior Tax Manager - Trusts and Estates. Our firm is assisting a CPA Firm in the West LA area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior Manager position.

Responsibilities

• Direct multiple engagements and oversee the delivery of tax services in the trusts and estates practice.


• Review fiduciary income tax returns for estates and trust accounts, including the decedent's final individual tax return; review trust fiduciary income tax returns and individual returns.


• Analyze estate planning documents (wills, codicils and trust instruments) to determine the proper tax treatment of assets and liabilities.


• Develop postmortem tax-saving strategies for estate accounts.


• Provide oversight and direction to a team of tax specialists.

Qualifications

• CPA certification


• Recent Public Accounting experience


• Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting


• Minimum of five years experience in the preparation and review of fiduciary income tax returns; seven years or more preferred


• Experience with Partnerships and S Corporations preferred


• Prior client management experience

Other Information

Equal opportunity employer

To apply, send resume in Word format with current salary for review and immediate interview.

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