Southwest Accounting Resources, Inc

Trusts and Estate Tax Manager

Southwest Accounting Resources, Inc  •  $100k - $150k/yr  •  Phoenix, AZ (Hybrid)  •  1 month ago
Apply
Save Job
Mark Applied Mark Interviewed Mark Offered
Hide Job Report Job
AI can make mistakes so check important info. Chat history is never stored.

Job Description

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
  • Proactive approach to process improvement and regulatory changes
Background required:
  • 5+ years of specialized experience in trust and estate tax
  • Bachelor's Degree in Accounting, MST preferred
  • CPA strongly preferred
  • Self-motivated
  • High ethical standards and integrity
  • Client-focused mindset and ability to manage multiple priorities
  • Work well in a team environment
  • Excellent communication skills
For immediate consideration email your resume to Thyra at thyra@southwestaccountingresources.com

Southwest Accounting Resources, Inc

About Southwest Accounting Resources, Inc

Founded in 2000, Southwest Accounting Resources Inc. is an executive search firm that specializes in attracting, hiring and retaining quality Accounting and Finance professionals on a direct hire basis. Since we focus strictly within the Accounting and Finance Industry, we can perform unique and targeted searches quickly and cost efficiently by using direct recruiting strategies and candidate networking. Our priority is to recruit only career minded professionals with successful local and national CPA firms, SEC corporations and private organizations around the country.

Being a successful search firm is much more than just matching qualified candidates with open positions. Our mission is to bring together the perfect match between the company and the candidate by understanding their needs and strengths. Our emphasis is on exceeding the expectations of both companies who hire us and candidates that rely on us to find them the right position. We have become a long-term resource for both our clients and candidates by capitalizing on our experience, knowledge, expertise and by providing consistent and reliable service with integrity and honesty.

Industry
Accounting & Tax
Company Size
Unknown
Headquarters
Phoenix, Arizona
Year Founded
2000
Website
southwestaccountingresources.com
Social Media