Tax Senior/Manager (Trust & Estate) at Jobot
Bethesda, MD 20814
About the Job
Estate and Trust Tax Manager: Navigate Legacies, Craft Futures. Elevate Estate and Trust Taxation with Us
This Jobot Job is hosted by: David Rueff
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $200,000 per year
A bit about us:
We are an accounting firm deeply rooted in excellence and genuine concern for the well-being of both its team and clientele. Over three decades on, these core principles continue to shape our ethos, driving our culture and growth. They guide us in forging enduring relationships and embarking on innovative ventures to further benefit the community we serve.
Why join us?
Job Details
While this position would require experience with fiduciary income tax returns, you would also be involved in the preparation of business and individual returns. You would be working directly with clients (backed by a team-effort) managing relationships particularly in situations that involve fiduciary assistance. You will supervise staff accountants on engagements, manage client communication, and develop client relationships.
The seniority of this position is variable based on a candidate’s level of experience. This role offers opportunity for advancement to highest level of leadership. We offer competitive compensation and a unique benefits package.
Here are a few competency expectations for this position:
Possess broad tax knowledge with an expertise and passion for tax research on gift, estate, and fiduciary income tax issues. Ability to draw conclusions, and document findings in written format
Review and prepare gift, estate, and fiduciary income tax returns – however, individual and business returns would also be managed.
Review and prepare fiduciary accounting for estates and trusts
Conduct tax planning for and consult with high net-worth clients for estate and trust needs
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: David Rueff
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $200,000 per year
A bit about us:
We are an accounting firm deeply rooted in excellence and genuine concern for the well-being of both its team and clientele. Over three decades on, these core principles continue to shape our ethos, driving our culture and growth. They guide us in forging enduring relationships and embarking on innovative ventures to further benefit the community we serve.
Why join us?
- Full coverage health insurance
- 401k matching contribution up to 4% and profit sharing 3% on top of that
- Bi-annual bonuses
- Bi-annual firm all-expenses-paid trips
- Great office location
Job Details
While this position would require experience with fiduciary income tax returns, you would also be involved in the preparation of business and individual returns. You would be working directly with clients (backed by a team-effort) managing relationships particularly in situations that involve fiduciary assistance. You will supervise staff accountants on engagements, manage client communication, and develop client relationships.
The seniority of this position is variable based on a candidate’s level of experience. This role offers opportunity for advancement to highest level of leadership. We offer competitive compensation and a unique benefits package.
Here are a few competency expectations for this position:
Possess broad tax knowledge with an expertise and passion for tax research on gift, estate, and fiduciary income tax issues. Ability to draw conclusions, and document findings in written format
Review and prepare gift, estate, and fiduciary income tax returns – however, individual and business returns would also be managed.
Review and prepare fiduciary accounting for estates and trusts
Conduct tax planning for and consult with high net-worth clients for estate and trust needs
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
100,000 - 200,000 /year