01Overview
Tax Manager Trusts & Estates
About the
Opportunity
Our client, a mid-sized accounting and advisory firm, is currently seeking a Tax Manager in Salem, Oregon. In this hybrid-remote role, you will be responsible for the accurate, efficient and timely preparation of estate, gift and fiduciary tax returns, as well as corporate, pass-through entities and individual returns.
Qualified candidates must have a strong working knowledge of trust taxation theory, trust and fiduciary accounting income, and distributable net income rules, as well as the trusts (revocable living, grantor, marital, bypass, charitable split-interest).
Responsibilities
Client and project management, including collaborating with client attorneys to facilitate tax return preparation
Analyze and apply provisions in estate planning documents, including power of attorney, wills, codicils, and trust agreements
Participate in estate planning, tax accounting and consulting activities as needed
Required Education and Experience
Bachelors degree in Accounting
Masters degree in Taxation preferred
5-7 years of experience in public accounting
2+ years of experience representing clients before taxing authorities
1+ year of experience supervising and directing the work of support accounting staff
Current and valid CPA license
What We Offer
Competitive Compensation: $135,000 - $165,000
Hybrid Work Environment: Office, Client Visits
Benefits: PTO, Insurance (Health, Life, Dental, Vision, HSA, FSA), 401k .