Tax Manager- Estate & Fiduciary Services

Bellevue, Washington

Job ID: 55303 Industry: Executive

Tax Manager- Estate & Fiduciary Services

Bellevue, WA 

Our client has been recognized each of the past four years as one of the “ Top 100 Accounting Firms to Work for in the Nation,” by Accounting Today. In 2015, they were recognized as a Best Firm to Work for as well as a Best of the Best Firm to Watch. We accomplish this by caring about our clients’ families and

 

Job Summary:

As a manager in our Estate & Fiduciary Services group, your role would be responsible for mentoring members of the department, researching tax matters, reviewing tax returns and supporting work papers, managing other tax projects and developing client relationships by providing superior service.

 

Qualifications:

 

Proficiency in Fiduciary and Estate Returns; including 1041, 706, and 709 returns

6 or more years of experience

Bachelor’ s Degree is required; Master’ s Degree in Taxation is a plus

Knowledge of highly specialized trusts including QTIP, ILIT, IDGT, ESBT

Knowledge in the calculation of trust accounting income

Significant experience with serving high net worth individuals, family groups and their closely-held entities

Ability to think beyond accounting and understand client issues and goals

Strong written and verbal communication skills

Ability to expand services to existing clients and develop new business relationships

Must be a licensed CPA; MS in Taxation or Enrolled Agent is a plus

Benefits:

Salary $75 to $100k plus DOE, full benefits, medical, dental and vision.  Profit sharing,  401k package and generous vacation.

Michelle Kovacich


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