Exciting Opportunity: Tax Manager at a Growing Trust Company
Overview:
Join a dynamic trust company as a Tax Manager, responsible for the planning, oversight, preparation, and review of Fiduciary Income Tax Returns, as well as maintaining the tax records of various trusts.
Responsibilities:
- Oversee, prepare, and review Fiduciary Income Tax Returns, primarily Form 1041, and related state income tax forms for various trusts.
- Prepare and review additional tax forms related to distributions, gifts, estate, and generation-skipping taxes for trusts and their beneficiaries.
- Manage the preparation and review of tax return extensions and estimated tax payments.
Qualifications:
- Education: Bachelor's degree in accounting, finance, taxation, or a related field.
- Experience:
- Minimum of 7 years of experience in taxation.
- At least 3 years of specific experience in trust taxation.
- Minimum of five years of experience in Public Accounting is preferred.
- Knowledge:
- Familiarity with directed trust tax issues is strongly preferred.
- Certification:
- Active CPA license is preferred.