Tax Manager (Individual, Trust, Estate, and Gift Specialty) jobs in United States
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Doeren Mayhew · 1 week ago

Tax Manager (Individual, Trust, Estate, and Gift Specialty)

Doeren Mayhew is a certified public accounting and advisory firm headquartered in Troy, Michigan, seeking a Tax Manager specializing in estate, gift, trust, and high net worth individual taxation. The role involves interacting with clients, preparing and reviewing tax returns, and working with legal and tax professionals on various tax-related issues.

AccountingConsultingFinancial ServicesReal Estate
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H1B Sponsor Likelynote

Responsibilities

Prepare or review income tax returns, trust returns, estate tax returns, and other documentation for compliance with tax laws and regulations
Work with clients, estate’s attorney, related professionals and internal engagement teams to resolve tax-related issues and administration matters
Review, analyze, and interpret trust documents and wills and develop knowledge about tax implications of language in documents
Meet time constraints and client deadlines
Begin acquiring the skills necessary to develop quality client relationship
Participate in firm training courses to further develop technical skills
Provide excellent client service by producing quality work, quick turnaround and attentive service
Assist in tax research related to income, trust and estate laws
Assist team in developing new processes and improve existing processes to streamline services for individual, trust, and estate tax compliance and consulting

Qualification

CPA LicenseIndividual TaxationTrust TaxationEstate TaxationAnalytical SkillsResearch SkillsProblem-Solving SkillsCCH Axcess ExperienceCommunication SkillsWriting SkillsMentoring SkillsLeadership Skills

Required

Bachelor's Degree and/or Master's Degree in Accounting/Taxation
5+ years of recent public accounting experience or related governmental experience
CPA License or Enrolled Agent status
Demonstrated technical knowledge in individual, trust, and estate tax returns
Excellent analytical, problem-solving, and research skills
Excellent communication and writing skills
Ability to make and support decisions regarding accounting and tax matters
Ability to perform multiple engagements and meet deadlines
Ability to mentor, lead, and train people and to adapt to different learning styles of others
Located within commuting distance of Grand Rapids office

Preferred

CCH Axcess software experience helpful, but not required

Company

Doeren Mayhew

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Doeren Mayhew is an accounting company providing accounting, audit, tax and business advisory services.

H1B Sponsorship

Doeren Mayhew 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
2023 (1)
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Jeff Aliotta, CPA
Chief Financial Officer
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Chris Thompson
Chief Operating Officer
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