Tax Manager - Trusts & Estates

Job summary

Salem

Work model

Hybrid · 3 days home
2 days ago
Job description

About the Opportunity

Our client, a mid-sized accounting and advisory firm, is currently seeking a Tax Manager in Salem, Oregon. In this hybrid-remote role, you will be responsible for the accurate, efficient and timely preparation of estate, gift and fiduciary tax returns, as well as corporate, pass-through entities and individual returns.

Qualified candidates must have a strong working knowledge of trust taxation theory, trust and fiduciary accounting income, and distributable net income rules, as well as the trusts (revocable living, grantor, marital, bypass, charitable split-interest).

Responsibilities

  • Client and project management, including collaborating with client attorneys to facilitate tax return preparation
  • Analyze and apply provisions in estate planning documents, including power of attorney, wills, codicils, and trust agreements
  • Participate in estate planning, tax accounting and consulting activities as needed

Required Education and Experience

  • Bachelor's degree in Accounting
  • Master's degree in Taxation preferred
  • 5-7 years of experience in public accounting
  • 2 years of experience representing clients before taxing authorities
  • 1 year of experience supervising and directing the work of support accounting staff
  • Current and valid CPA license

What We Offer

  • Competitive Compensation: $135,000 - $165,000
  • Hybrid Work Environment: Office, Client Visits
  • Benefits: PTO, Insurance (Health, Life, Dental, Vision, HSA, FSA), 401k