CPA Tax Program Manager

Job Summary

A company is looking for a Tax Program Manager.

Key Responsibilities

• Review and finalize approximately 300 high-net-worth individual returns annually, including K-1s and related planning
• Review around 20 trust and estate tax returns (Form 1041) and related filings
• Supervise and mentor staff and seasonal preparers, coordinating with other Tax Department leaders on workload and initiatives

Qualifications

• CPA license (required)
• 7+ years of progressive tax experience in public accounting
• Demonstrated expertise in 1040 review and related tax planning
• Solid experience with trust & estate returns and rules (Form 1041)
• Familiarity with international individual compliance (FBAR, 5471, 5472, etc.)