Tax Manager - Fiduciary Services
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
- Bachelor's degree in accounting, finance, or related field
- Limited immigration sponsorship may be available
- 5+ years' experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Advanced degree (MST, JD, and/or LLM)
- Prior Big 4/large CPA firm experience
- Fiduciary income, transfer tax, and exempt-entity compliance/consulting for trusts, estates, and tax-exempt organizations
- Review and management of IRS filings (Forms 706, 1041, 1040)
- Cross-border compliance: identify foreign reporting obligations and prepare/advise on international/informational returns (e.g., 5471, 8858, 8865, 3520, 3520-A)
- U.S. tax structuring for multi-jurisdiction inheritance/succession planning, including domestic and foreign trust structures
- Strong tax research, technical writing, and issue-spotting; able to explain complex issues to clients and non-tax stakeholders
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