Direct message the job poster from Orion Solutions Group
Nathan Flynn
Recruiter at Orion Solutions Group
Our client is a fast-growing, full-service Certified Public Accounting & Business Advisory Firm. We are seeking a Tax Manager-Estates and Trust to join their Fiduciary Tax Department. This department helps clients navigate the myriad of tax laws and regulations that govern Trust and Estates, ensuring that they stay in compliance, while implementing strategies to significantly reduce their tax liability. When necessary or requested, they provide fiduciaries with a complete and accurate trust accounting tailored to the needs of that client. Engagements range from simple trust return compliance to helping fiduciary clients navigate the entire trust/estate process from A to Z. Opportunities to experience other client tax situations will be available including individual tax, planning and compliance for closely-held business in a variety of industries, tax compliance for Private Foundations and tax research.
Experience, Skills & Abilities:
Strong client service focus – responsive and attentive to client questions, concerns, and inquiries
Knowledge of trust accounting concepts, including the proper allocation of principal and income generally defined in state law