Montana Licensed Tax Senior Manager

Job Summary

A company is looking for a Wealth Transition Services Tax Senior Manager - 1041 Expert.

Key Responsibilities

• Review ultra-high net worth 1041s and address technical firmwide 1041 inquiries
• Oversee the completion of 1041 tax returns by tax staff and ensure compliance with deadlines
• Manage client relationships and contribute to business development and marketing efforts

Required Qualifications

• Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation)
• 7+ years of experience in gift, trust, and estate tax in public accounting 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