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Assist clients in understanding and meeting their fiduciary responsibilities. Conduct annual ADP/ACP testing, top-heavy testing, and cross-testing for client 401(k) plans. Utilize ASC, Datair, Relius, or FT William software to perform compliance testing and generate reports.
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Tax planning and preparation of fiduciary income tax returns. Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting.
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It also provides legal advice to many Departments in County government that report to the County Manager, including Office of Management and Budget, Justice Courts, Public Health, Public Fiduciary, Medical Examiner, Animal Care and Control, Materials Management, and Facilities Management.
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Acting as a Public Fiduciary and Guardian for those adults who have a need; Assist with training seniors in independent living skills. Identify and recognize abnormal behaviors associated with mental disorders, learning disabilities, substance abuse, and domestic violence.
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Growing CPA firm in Scottsdale, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff. Management experience in public accounting firm. Review and sign tax returns, and manage projects associated with individuals, partnerships, and S corporations.
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