Estate & Trust Tax Manager

Company: Geffen Mesher & Company PC
Location: Racine
Posted on: January 17, 2023

Job Description:

Description:Who are we??Geffen Mesher & Company, P.C. is one ofPortland's largest locally owned accounting firms: serving clients in the Northwest for more than 85 years. Our success has a lot to do with how we serve our clients and how we treat our people. We are a growing dynamic and progressive firm, seeking accounting professionals with our same passion for excellence and commitment to relationships. We are seeking a full-time candidate for this remote position.Success looks like:The Estate & Trust Tax Manager will assist clients firm wide in identifying, developing, and implementing estate, gift & trust tax planning strategies designed to minimize transfer taxes, and maximize wealth accumulation and equitable asset distribution to heirs. You'll help business leaders look around corners, go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won't be limited at Geffen Mesher. We'll encourage you to explore diverse opportunities to find your focus and thrive in your chosen career.Benefits and PerksGeffen Mesher offers a competitive salary and benefits package, including health insurance, life insurance, long-term disability, four weeks of paid time off per year, and very generous 401(K)/Profit Sharing contributions. We also offer paid parental leave for both parents, paid volunteer time, summer hour scheduling, a Dress for Your Day dress code and flexible work environment. We serve busy season meals, breakfasts, host frequent in-house socials, and have a long history of active community involvement and volunteerism.Requirements:What you bring: Your work will include, but not limited to:Analyze estate planning documents including wills, codicils, and trust instrumentsPrepare and review gift tax returns, especially related to the formation of insurance trusts, marital trusts, charitable lead trusts, and charitable remainder trusts.Preparation of fiduciary accountingClient management and liaison with estate attorneysEngage in special projects related to client matters involving tax accounting, consulting, and researchPlan, supervise and complete complex engagementsStrong aptitude for providing superior client service and ability to maintain quality client relationshipsPossess technical knowledge sufficient to supervise staff and senior accountants on multiple engagements simultaneously, and evaluate their progressKeep abreast of tax changes and issues that could affect our clientsWork jointly in work groups and with team members to share knowledge and contribute effectively to complete tasks, develop ideas and processes across organizational boundaries.Adhere to the core values and standards of the organization.Basic Qualifications:Bachelor's degree in Business, Accounting or combination of like education discipline and advanced learning.Three (3) or more years' fiduciary preparation experience, preferably with a certified public accounting firm.Certified Public Accountant (CPA) or in the process of becoming oneStrong background in working with high-net worth individuals, family organizations, and closely held entities in the estate, trust, and gift tax arena.Strong written and verbal communication skills.Fluency in English language.Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities.To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm's employees, or to the Firm's resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will not consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.

Keywords: Geffen Mesher & Company PC, Racine , Estate & Trust Tax Manager, Accounting, Auditing , Racine, Wisconsin