Senior Tax Manager, Trust & Estate jobs in United States
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Opsahl Dawson ยท 11 hours ago

Senior Tax Manager, Trust & Estate

Opsahl Dawson is an award-winning accounting firm specializing in Accounting, Tax Preparation, and Bookkeeping. The Senior Tax Manager will leverage expertise in trust and estates tax matters to manage a national client list, deliver superior service, and drive team growth through mentorship and coaching.

AccountingConsultingFinanceFinancial ServicesProfessional Services

Responsibilities

Manage client portfolio, consistently delivering high-quality service
Ensure accuracy and compliance with the preparation, review, and timely filing of all tax forms
Perform initial and/or final review of manager, tax senior, tax staff and intern work products
Enhance efficiency across project initiatives
Contribute to team empowerment & professional development by providing mentorship and supportive guidance
Stay up to date with tax regulations, conduct diligent research, and provide consultation on intricate tax matters
Contribute to business development and departmental efficiency enhancements

Qualification

CPAEATrust & Estate tax expertiseTax preparation software10+ years public accountingClient management experienceAccounting software knowledgeTax formsAnalytical skillsInterpersonal skillsCommunication skillsAttention to detailCritical thinking

Required

CPA or EA
Bachelor's degree in accounting, finance, or related field
10+ years of public accounting experience
Trust & Estate tax expertise
Experience directly managing and interacting with clients through a variety of channels
Strong interpersonal and communication skills
Attention to detail
Proficiency with tax preparation and accounting software

Preferred

Advanced knowledge of applicable accounting software: QuickBooks, CCH Axcess, Engagement, Thomson Reuters, or UltraTax
Substantial knowledge of 706, 709, 1040, 1041, Partnerships, S-Corps, and 1099
Experience in individual clients, high net worth individuals, trust & estates, state tax, and pensions

Benefits

Unlimited PTO
Medical, Dental, Vision, & Voluntary Insurance Options
401(k) Matching
Discretionary Bonus
12 Paid Holidays
Flexible Scheduling Options
Innovative Workplan System
$500 annual Vacation Incentive
Firm-wide shutdown Dec 24 - Jan 1
Commitment to Professional Development
Equity Program Eligibility at Sr. Manager Level + top performing Managers

Company

Opsahl Dawson

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Opsahl Dawson renders tax planning, financial statements, bookkeeping, estate, IRS representation, business entity and acquisition services.

Funding

Current Stage
Growth Stage

Leadership Team

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Brian Takeo Smith
Chief Growth Officer
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George Opsahl
Founder/Shareholder
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Company data provided by crunchbase