Estate and Trust Tax Manager

3 days ago

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Boulay

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Assurance • Tax • Employee Benefits • Accounting Advisory • Consulting

201 - 500

Description

• We are currently seeking a talented Tax Manager to join our Estate and Trust Tax team. • The Estate and Trust Manager is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of more advanced accounting and tax assignments. • This includes managing multiple projects and client relationships simultaneously. • Tasks are typically conducted with little to no supervision but under the review of a Partner or directly from the client. • Delegation and supervisory responsibilities will occur with less experienced staff. • This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks. • Boulay offers a diverse work environment that empowers you to work where you want and how you want. • Genuine, inclusive, meaningful relationships are the cornerstone of our culture and the key to our firm's success. • If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. • Essential Functions and Responsibilities: To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.

Requirements

• Bachelor's Degree in Accounting, Finance, or related field • 6+ years of applicable experience • CPA, JD, or LLM • Specific estate and trust experience • Tax preparation and review experience (specifically with gift, estate, and trust and estate income tax) • Solid track record of career achievements and work quality • Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite • Strong knowledge of Internal Revenue Code, tax law, and tax processes • Supervisory experience • Strong desire to help the client and provide quality services

Benefits

• 401(k) • Dental insurance • Disability insurance • Employee assistance program • Flexible schedule • Health insurance • Life insurance • Paid time off • Parental leave • Tuition reimbursement • Vision insurance • Work from home