Brickley DeLong P.C. · 2 months ago
Trust and Estate Tax Manager
Muskegon, MI
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expBrickley DeLong P.C. is a full-service public accounting and business consulting firm located in West Michigan. They are seeking a Trust and Estate Tax Manager who specializes in trust income tax returns and estate tax returns, working closely with clients to ensure compliance and provide tax planning services.
AccountingConsultingTaxi Service
Responsibilities
Ensures compliance function of client engagements, including the preparation and technical review of corporate, partnership, individual trusts, income tax returns and estate tax returns
Identifies tax planning calculations
Works and assists with tax research and planning
Researches and consults on complex tax matters
Completes trust and estate planning
Assists the firm in process improvement and best practices
Manages and supervises multiple client engagements
Qualification
Required
Extensive experience working with trust income tax returns and estate tax returns
Ability to manage a broad range of business and individual filings
Excellent interpersonal skills
Ability to build and maintain strong client relationships through effective communication and understanding of unique financial situations
Ensures compliance function of client engagements, including the preparation and technical review of corporate, partnership, individual trusts, income tax returns and estate tax returns
Identifies tax planning calculations
Works and assists with tax research and planning
Researches and consults on complex tax matters
Completes trust and estate planning
Assists the firm in process improvement and best practices
Manages and supervises multiple client engagements
CPA License
Reliably commute or planning to relocate before starting work
Preferred
Accounting: 8 years
Tax: 8 years
Benefits
401(k)
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Customized work arrangements
Company
Brickley DeLong P.C.
Brickley DeLong is a full-service public accounting and business consulting firm serving the West Michigan community with offices in Grand Haven, Grand Rapids, Muskegon, and Hart.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brenda Jacobs
Partner
Donald Swick
Partner
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