General information

Name
Tax - Manager - Trust & Estate
Posting Title
Tax Manager - Trust & Estate
Ref #
2229942
Date Published
Wednesday, February 21, 2024
City
Tysons
State
Virginia
Country
United States
Job Category
Tax
Office
Tysons VA
Advertised Location
US-VA-Tysons
Working time
Full Time

Description & Requirements

How you will contribute: 

  • Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele 

  • Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment 

  • Supervise tax associates and seniors including participation in their training and growth. 

  • Prepare advanced estate planning projects for unique client situations 

  • Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement 

  • Proactive effort to develop new business with both current and prospective clients 

  • Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above 

  • Provide overall leadership, supervision, training, and performance feedback to staff 

  • Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter 

  • Review trust documents and prepare a trust summary document to assist with trust administration 

  

 

We are looking for people who have Forward Vision and:   

  • Experience managing multiple client engagements  

  • A strong sense of ownership for delivering ultra-responsive Client Service   

  • Excellent supervisory, team building, and time management skills  

 

Minimum Qualifications: 

  • 5 years or more of public accounting experience  

  • 3 years or more of servicing high net worth clients, with highly complex investments and succession planning strategies  

  • CPA license  

  • Bachelor’s degree in Accounting or related field  

 

Preferred Qualifications: 

  • Master’s degree in Taxation or Law degree  

  • Experience with CCH Axcess  

 


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