Job details

Tax Manager- Trust and Estate

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsCalling all Tax ManagersThis Jobot Job is hosted by Mordy OrnguzeAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $80,000 - $140,000 per yearA Bit About UsWe are locally owned public accounting firm with offices in New Richmond and Hudson, WI. Our mission is to provide excellent client service and forward-looking solutions that help our clients reach their personal and business goals.Why join us?Benefits• Competitive compensation• Generous paid time off policy, starting with 4 weeks of PTO in the first year.• Medical, Dental, Vision, Life/Disability Insurance, 401(k) with 4% match• Health Savings Account with Company Contribution, FSA Plans• Monthly Cell Phone Stipend• GVZ Logo Wear Annual Allowance• Paid Continuing Professional Education• Dress for your Day Policy• Volunteer Opportunities• Offices closed on Fridays from May - NovemberJob DetailsJob DetailsWe are seeking an experienced and dynamic individual to join our team as a Permanent Tax Manager in the Mortgage industry. As a Tax Manager, you will be responsible for managing and monitoring tax reporting and compliance within our organization. This role demands a high level of understanding and experience in individual income tax, federal and state tax laws, income tax returns, trust, estate, and gift tax returns. You will also be expected to handle IRS issues, tax compliance, planning, consulting, and individual tax matters. If you have a strong background in public accounting and tax preparation, we would love to hear from you.Responsibilities• Manage the preparation and review of federal and state income tax returns and ensure accuracy, completeness, and compliance with relevant laws.• Oversee the preparation and filing of trust, estate, and gift tax returns.• Develop and implement strategic tax planning for all necessary federal and state taxes.• Handle IRS and other tax authority inquiries and audits, and prepare responses.• Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team.• Provide internal tax advisory services and support on business transaction and activities.• Manage and coordinate tax audits.• Maintain tax balances on general ledger.• Build and maintain relationships with key stakeholders.• Ensure compliance with taxation regulations.• Recommend tax strategies that align with business goals.• Lead and coordinate ad-hoc tax-driven business initiatives.• Manage and facilitate IRS income tax audits preparing responses, creating schedules, etc.Qualifications• Bachelor’s degree in Accounting, Finance, or a related field. A Master’s degree in Taxation or a related field is preferred.• Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is required.• Minimum of 5 years of experience in a public accounting firm or a professional services firm.• Proven work experience as a tax manager.• Excellent knowledge of tax accounting, tax compliance, and all types of tax returns.• Good at meeting deadlines and solving problems.• Exceptional client service along with the ability to develop excellent client relationships.• Strong leadership and personnel management skills.• Analytical skills with detail orientation.• Strong written and oral communication skills.• Proficient in tax software and Microsoft Office Suite.• Ability to effectively manage multiple projects and meet deadlines.• Knowledge of latest industry developments and their impacts on tax compliance and planning.• Strong research and analytical skills.Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.Want to learn more about this role and Jobot?Click our Jobot logo and follow our LinkedIn page!

Jobot Glassdoor Company Review

3.5

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4.0

CEO of Jobot

Heidi Golledge

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$66

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What You Should Know About Tax Manager- Trust and Estate, Jobot

Are you a skilled Tax Manager ready to make an impact? Look no further than Jobot, a vibrant public accounting firm located in Hudson, WI! Here, we're seeking a passionate Tax Manager specializing in Trust and Estates who will lead our tax reporting and compliance efforts. In this dynamic role, you’ll oversee the preparation and review of federal and state income tax returns, trust, estate, and gift tax returns, ensuring accuracy and compliance with applicable laws. We pride ourselves on our commitment to excellent client service, so your ability to build strong relationships with clients and stakeholders will be key. If you thrive in a fast-paced environment and have a robust understanding of individual income tax and tax planning, you'll fit right in! You'll enjoy a competitive salary and a generous benefits package that includes 4 weeks of PTO in your first year, health insurance, a 401(k) with a substantial match, and many more perks that show we care about our team's well-being. With the freedom to manage your schedule and the opportunity for professional development through paid continuing education, this position is perfect for someone looking to grow within a supportive and success-driven team. Ready to take your career to the next level? We can’t wait to hear from you!

Frequently Asked Questions (FAQs) for Tax Manager- Trust and Estate Role at Jobot

What are the main responsibilities of the Tax Manager at Jobot?

The Tax Manager at Jobot will oversee the preparation and review of federal and state income tax returns, as well as manage trust, estate, and gift tax returns. You'll handle IRS inquiries and audits, monitor tax law developments, and provide internal tax advisory services to support business activities.