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Analyze and correctly apply provisions in estate planning documents including power of attorney, wills, codicils, and trust agreements. Responsibilities This position is responsible for the efficient, accurate, complete, and timely preparation and review of estate, gift, and fiduciary tax returns, as well as corporate, pass-through entities, and individual returns.
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TAX MANAGER - TRUSTS & ESTATESWell, established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. Participate in special engagements involving estate planning, tax accounting, consulting, and research.
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TAX MANAGERWell, established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. A qualified applicant should have a strong working knowledge of the trust taxation theory, trust/fiduciary accounting income, and distributable net income rules, and be familiar with the concepts of revocable living trusts and other grantor trusts, marital trusts, bypass trusts, charitable split-interest trusts, and should be familiar with Oregon estate tax laws.
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Participation in local community events and networking is also an important part of this position. A minimum of five years’ experience required, seven plus years preferred in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
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We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression.
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This position is responsible for the efficient, accurate, complete, and timely preparation and review of estate, gift, and fiduciary tax returns, as well as corporate, pass-through entities, and individual returns.
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This position requires the manager to be in the office periodically and more often during busy season to meet in person with clients, to interact and cultivate relationships with clients, fellow staff, and partners.
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Qualifications Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. A current and valid certified public accountant’s license is required.
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Our client, a prominent national law firm, is seeking a Trial Attorney to join their San Francisco office. Resumes may be sent to robert.burstein@lexitaslegal.com for review. Our client, a prominent national law firm, is seeking a Trial Attorney to join their San Francisco office.
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Well, established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.
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Minimum one (1) year experience supervising and directing work of tax preparers. This position requires the ability to make decisions on all but the most unusual tax situations, while still consulting with other team members.
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Possess a strong knowledge of corporate, pass-through entity, and individual taxation. Work and collaborate with client attorneys to facilitate return preparation and other planning and consulting services.
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At least two (2) years' experience representing clients before taxing authorities. Work closely with team members to complete projects, share knowledge and expertise, and help develop ideas and processes.
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Must be a member in good standing with the American Institute of CPAs. Client and project management.
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Client and project managementWork and collaborate with client attorneys to facilitate return preparation and other planning and consulting services. Must be a member in good standing with the American Institute of CPAs.
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