GRF CPAs & Advisors ยท 1 hour ago
Tax Senior Manager - Estate and Trust
Bethesda, MD
Full-time
Onsite
Senior Level
$175K/yr - $225K/yr
6+ years expGRF CPAs & Advisors is a firm specializing in financial, tax, and consulting services. They are seeking an Estate and Trust Tax Senior Manager who will be responsible for the efficient and accurate review of clients' tax returns, managing tax staff, and participating in client meetings and tax planning efforts.
ConsultingFinancial ServicesLegal
Responsibilities
Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations
Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary
Delegates, manages, and performs tax research projects to achieve an accurate and efficient product
Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients
Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions
Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients
Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities
Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements
Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs
Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns
Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters
Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate
Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities
Technical expertise in international tax issues and forms including Forms 706, 5227, and 1041
Prepares other reports and projects as requested from time to time by the partners
Researches and evaluates tax preparation and tax research software for recommendation to partners
Performs such other duties as may be assigned
Qualification
Required
Bachelor's degree in accounting
6-12 years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities
A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements
Must participate regularly in career development program to improve managerial, communication, and people skills
A current and valid certified public accountant's license is required
Must be a member in good standing with the AICPA
Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems
Preferred
Master's degree in taxation
Benefits
401(k) plan with profit sharing
100% paid individual medical, life and disability insurance
Student loan repayment
A culture that fosters flexibility and career development
Company
GRF CPAs & Advisors
Headquartered in the Washington, DC metropolitan region with locations in Baltimore, MD and New York, GRF CPAs & Advisors is a full-service professional services firm providing clients with financial, tax and advisory solutions.
51-200 employees
H1B Sponsorship
GRF CPAs & Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Growth StageLeadership Team
Kashif Ali
Chief Technology Officer
Alejandra Hoyos Jensen
Audit Partner
Company data provided by crunchbase