Estate & Trust Tax Manager (Remote )

Estate & Trust Tax Manager

My team and I area working with a great medium-sized, Full-service, CPA firm that's well established and local to the Oakland County, MI area. They are actively on the search for an Estate & Trust Tax Manager.

Role: Estate & Trust Manager

What you need:

5-10 years of relevant compliance experience specializing in estate, gift, trust, and tax services

Bachelor’s degree in accounting or other recognized business credential required

CPA licensure required, Juris Doctor degree a plus

Excellent verbal and written communication skills

Strong leadership and people management skills

Ability to handle multiple tasks simultaneously

Experience with software pertaining to estate tax returns, gift tax returns, fiduciary accounting, and income tax returns is a plus

What you do:

Lead multiple tax engagements to deliver quality tax preparation, research, planning and consulting services for a variety of clients

Review and prepare estate, gift and fiduciary income tax returns

Perform Power of Attorney responsibilities for clients and follow up with government authorities as required

Perform estate research and tax analysis and document findings/conclusions

Keep up-to-date on current tax practices and changes in tax law

Develop, supervise, and delegate responsibilities to estate/trust team

Provide exceptional client service and develop trusting client relationships

Generate new business and cross-sell leads with existing clients

Location: Oakland County, MI (Onsite, Hybrid, or Remote)

Software: CCH

Benefits: 80% MDF, 14 paid holidays, half-day fridays, Commission Program

Compensation: $120k+ and Commensurate with experience

Hours: Managers are expected to complete 2,400 hours annually.

If you're an experienced Tax Manager looking to join a dynamic team, this could be the opportunity you've been waiting for! Reach out today with your resume and availability to .

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.