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Carr, Riggs & Ingram · 2 days ago

Senior Manager, Tax - High Net Worth

Atlanta, GA

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Carr, Riggs & Ingram is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. They are seeking a Senior Manager in Tax for High Net Worth clients, responsible for preparing tax returns, analyzing tax issues, and providing excellent client service while developing professional skills.

AccountingConsultingFinance

No H1B

Responsibilities

Preparation and initial Review of 1041 trust and estate income tax returns

Preparation of fiduciary accountings, knowledge of state statutes & familiarity with document review as it applies to a fiduciary accounting

Analyze tax issues and come to conclusions

Perform diversified accounting, and tax assignments under the direction of a senior manager or partner

Demonstrate competency in technical skills, work quality and application of professional and firm standards

Meet time constraints and client deadlines

Participate in firm training courses to further develop technical skills; ability to train others

Provide excellent client service by producing quality work, quick turnaround and attentive service

Ability to develop and maintain client and referral relationships

Qualification

Fiduciary experience1041 return preparationEstateGift tax planningCPA certificationGST issues preparationClient serviceTechnical skillsTraining othersRelationship development

Required

Must have fiduciary experience; law firm or trust department experience will be considered

8+ year's experience in preparation and review of 1041, 706 and 709 returns, high net worth 1040 preparation and planning affecting estate and gift tax returns

Trust department or accounting firm family private office fiduciary tax and/or administration experience would be considered

Experience with preparation and review GST issues associated with 706, 709, 706-GS (D) and 706 GS (T) filings

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future