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Trusts and Estate Tax Manager

Company

Horizon Search Inc

Location

Phoenix, United States

Type

direct_hire

Our client in North Central Phoenix is looking for an experienced Trusts and Estates Tax Manager. This is a hybrid role (3 in office/2 wfh) with a base salary of $100,000 - $150,000 depending on experience.

Responsibilities:
  • Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings

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

  • Ensure compliance with legal and tax requirements for trust and estate entities

  • Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings

  • Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines

  • Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development...
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