iLocatum

Chandler, AZ

Senior Tax Manager – Public Accounting – Estate and Trust Tax

Growing CPA firm in Chandler, AZ is seeking a Senior Tax Manager specializing in Estate and Trust Tax


Responsibilities of this role include:

  • Providing expertise in wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, transfer tax equivalent credits, and more.
  • Reviewing and signing tax returns, and managing projects related to individuals, partnerships, and S corporations.
  • Providing tax planning and consulting services to individuals and businesses.
  • Preparing fiduciary income tax returns.
  • Researching and managing complex tax matters.
  • Supervising, training, and mentoring staff, seniors, and supervisors.
  • Acting as a technical resource and mentor.
  • Building and developing new business opportunities.
  • Maintaining and nurturing existing client relationships.
  • Developing and networking with referral sources.
  • Consulting with clients, gathering information, resolving problems, and recommending solutions.

Qualifications for this position include:

  • A Bachelor's degree in Accounting or Finance, with a preference for a Masters in Tax.
  • At least 10 years of tax experience in public accounting.
  • An active CPA license.
  • Management experience in a public accounting firm.
  • The ability to work effectively as part of a client service team.
  • A self-starter mindset with strong multitasking abilities and the ability to meet deadlines.
  • Professionalism, dependability, integrity, trustworthiness, and a cooperative attitude.
  • Excellent project management, analytical, interpersonal, oral, and written communication skills.
  • Strong organizational skills and attention to detail.

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