Description:Smith Schafer is currently seeking an experienced Tax Manager to join their team.
Experience. Integrity. Results. Our success is measured in yours!
Come join a team that offers flexible work arrangements, shorter summer hours and an awarding and engaging work environment.
Job Summary for the Tax Manager - Trust/Estate
Smith Schafer is currently seeking an experienced Tax Manager with an emphasis in trust, estate, gift and complex individual tax returns to join our team. This individual will have the opportunity to lead and manage multiple tax engagements and staff by preparing and reviewing complex individual, trust, estate and business tax returns, plus tax planning projections and researching complex technical tax issues. Our managers hire, train, and manage accountants and provide input on important operational decisions. Besides delivering high quality service to our clients, our managers help lead the firm in meeting the Tax Department's goals and initiatives. They will grow in their career by building client relationships, managing client projects and supporting business development efforts.
Key Responsibilities for the Tax Manager - Trust/Estate
- Reviews individual, trust, estate, and business tax returns and assists with tax planning.
- Reviews and understands various financial documents from clients.
- Has experience reading Estate planning documents.
- Assist with business development efforts by meeting with prospective clients, preparing quotes and proposals, and evaluating client needs.
- Develops, builds, and manages prospective and existing client relationships.
- Be involved in professional and community activities and participate in firm-wide marketing initiatives and efforts.
- Communicate effectively with existing clients, colleagues, management, and IRS representatives regarding a variety of tax matters.
- Provides and supports employee training for new hires and existing staff, which includes reviewing and evaluating their work and providing leadership and training for senior and staff accountants and seasonal interns.
- Prepares client billings in a timely manner and follows up with clients regarding unpaid invoices.
- Handles sensitive and confidential information with discretion.
- Prepares internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.
- Works effectively in a team environment with principals, managers, and staff.
Requirements:The Tax Manager should have the following education and experience:
- BA/BA degree in Accounting/Finance or related field.
- 5 years of similar tax and accounting experience in a family office or trust company.
- Is currently pursuing a CPA certification.
- Strong technical, analytical and organizational skills.
- Proficient in Excel and Word.
- Excellent verbal and written communication skills.
- High level of organization, focus, exceptional attention to detail.
Preferred Qualifications:
- 5 plus years of tax and accounting experience in a CPA firm with an emphasis in working on trusts, estates, gift and complex tax returns.
- Experience with ProSystems Tax Preparation software or Access.
- Active CPA license.
- Customer service oriented, demonstrated by the following attributes: proactive, observant, knowledgeable, and reliable.
Physical Requirements:
- Ability to lift up to 20 pounds, stand or sit for extended periods of time, as well as type/enter data at a keyboard regularly.
Smith Schafer is an Equal Employment Opportunity Employer.
Pay: $90,000.00 - $140,000.00 per year
Work Location: In person
