CPA Licensed Tax Manager

Job Summary

A company is looking for a Wealth Transition Services Tax Manager - 1041 Expert, remote eligible.

Key Responsibilities

• Review ultra-high net worth 1041s and provide technical support on multi-state filings and complex tax scenarios
• Ensure timely and accurate completion of 1041 tax returns and manage client relationships
• Conduct technical research on income tax for trusts and estates and assist in business development activities

Required Qualifications

• Bachelor's degree in Accounting and an active CPA license, Enrolled Agent license, or JD/LLM (taxation)
• 5+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field
• Expertise in 1041 tax matters with strong research and analytical skills
• Experience in business development and networking
• Authorized to work in the United States without visa sponsorship