Tax Manager, Trust and Estate at KBW Financial

KBW has partnered with a rapidly growing client near Portland, Maine in their search for a Tax Manager. This position could be remote or hybrid into Portland. It is also a permanent opportunity and our client is very eager to hire.

The responsibilities for this position are as follows:

• Prepare and review income tax returns specific to gift, estate and fiduciary
• Tax planning and consulting
• Maintain strong relationships with clients
• Coordinating with Principals on engagements
• Maintain knowledge of new tax issues and general business trends that affect clients

The requirements for this role are as follows:

• Minimum of 5 years of public accounting experience
• Bachelors degree in accounting
• CPA / EA / JD preferred
• Working knowledge of sales tax software
• Working knowledge of a research tools

Compensation: Up to 140k DOE

For immediate consideration, please submit an updated copy of your resume in Word format to Brendan Duffy at bduffy@kbwfinancial.com

*KBWMON*

*KBW789*