Tax Senior Manager (Gift, Trust, & Estate Tax) at Jobot
Tulsa, OK 74119
About the Job
Hybrid REMOTE opportunity with nationally recognized CPA firm!
This Jobot Job is hosted by: Sarah Murphy
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $180,000 - $225,000 per year
A bit about us:
We are one of the top 25 CPA and business advisory firms in the nation! Our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. we are passionate about the clients we serve, the work we do, and, most importantly, having fun while we do it!
Why join us?
Do you want to work with some of the nation’s best Clients AND enjoy a GREAT work/life balance? We do too!
Job Details
As a Tax Senior Manager you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Senior Manager might include the following:
Reviewing gift, estate and fiduciary tax returns.
Working with staff to ensure gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.
Coaching and mentoring staff.
Interpreting and reviewing various legal documents in relation to estate and business succession planning.
Assisting clients who may have varied levels of estate planning knowledge.
Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
Participating in business development activities.
Working with the firm Wealth Transition Services team on various projects.
Who You Are
You have a Bachelor's degree in Accounting and an active CPA license.
You have 7 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
You have expertise in transfer tax and estate planning.
You may have experience with flow-through entities.
You are an excellent communicator -- your verbal and written communication skills are outstanding.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Sarah Murphy
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $180,000 - $225,000 per year
A bit about us:
We are one of the top 25 CPA and business advisory firms in the nation! Our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. we are passionate about the clients we serve, the work we do, and, most importantly, having fun while we do it!
Why join us?
Do you want to work with some of the nation’s best Clients AND enjoy a GREAT work/life balance? We do too!
- Competitive Pay!
- Hybrid REMOTE work options
- 3+ weeks of PTO & winter break & Holidays!
- Great Company Culture
- Flexible Hours + schedule!
- Large net but regional focus = growth opportunity but smaller company-feel
- Group health insurance, 100% cost of individual coverage paid by firm
Job Details
As a Tax Senior Manager you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Senior Manager might include the following:
Reviewing gift, estate and fiduciary tax returns.
Working with staff to ensure gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.
Coaching and mentoring staff.
Interpreting and reviewing various legal documents in relation to estate and business succession planning.
Assisting clients who may have varied levels of estate planning knowledge.
Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
Participating in business development activities.
Working with the firm Wealth Transition Services team on various projects.
Who You Are
You have a Bachelor's degree in Accounting and an active CPA license.
You have 7 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
You have expertise in transfer tax and estate planning.
You may have experience with flow-through entities.
You are an excellent communicator -- your verbal and written communication skills are outstanding.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
180,000 - 225,000 /year