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Public Accounting - Tax Manager (Estate & Trusts)

Salary

$90k - $150k

Min Experience

5 years

Location

United States, remote

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

Are you a CPA? Do you see the financial world as a three-dimensional chess game, where technical abilities, a broad perspective, and thoughtful problem-solving can fuel incredibly beneficial client outcomes? Freidel & Associates, LLC is a growing CPA firm with 30+ Team Members and is an exciting place to work. We are based in Rapid City, SD, and serve generally High Net Worth and Ultra High Net Worth clients in 40 of the United States and 20 countries Worldwide. We are looking for a talented tax practice team member and would love to connect. Character comes first - our firm emphasizes practicing integrity and being open and honest, which is necessary for any candidate. Our practice is heavily tax-oriented and is known for technical expertise in diverse and complex matters, including business structuring, mergers & acquisitions, international tax, state & local tax, and estate planning. This expertise is combined with a collaborative holistic planning perspective, making sure that business, tax, financial, and estate planning objectives are all thoughtfully integrated. This position is full time. We are open to relocations for the right fit - the Black Hills of South Dakota are an incredible place to live for epic outdoors activities, playing "tourist", or general sightseeing! Our work covers a broad spectrum of due dates and is approximately 70% planning, so we do not have a standard January – April work concentration typical in the taxation field. This role is geared toward a balanced compliance/planning focus, depending on the skill set of the applicant. Our work is steady throughout the year, with some peaks of energy expended as large transactions, projects, and deadlines come and go. This position would be a perfect opportunity for a CPA with public accounting experience who desires more of pseudo-Private Accounting, in-depth advisory relationships with entrepreneurs and clients, offering white glove service and supplying them with the information and support they need to run their various enterprises effectively. The environment is fast-paced, with a wide spectrum of clients and project types, including exceptionally large and complex engagements with sophisticated clients. We are looking for someone to grow with our fast-growing business, with opportunities to gain experience, be mentored, and grow as a professional. Responsibilities: Review income tax returns and supporting records and workpapers Perform and review technical tax research Manage client relationships and mentor staff Help manage our gift and estate tax reporting practice, including coordination with related income tax returns Assist with estate planning projects Help drive technology improvements on the tax/estate administration side, focusing on processes and systems Be a client manager for select UHNW relationships. Qualifications: Previous experience in public accounting required, with 5+ years of experience targeted Bachelor's Degree required, CPA required, MST or LLM in Taxation a strong plus Familiar with Microsoft office, especially Excel Experience with CCH Axcess/Engagement a plus Initiative-taking and flexible Good at prioritizing and juggling a multitude of diverse tasks Detail and deadline oriented Good written and oral communication skills Strong analytical and critical thinking skills.

About the company

Freidel & Associates, LLC is a growing CPA firm with 30+ Team Members and is an exciting place to work. We are based in Rapid City, SD, and serve generally High Net Worth and Ultra High Net Worth clients in 40 of the United States and 20 countries Worldwide.

Skills

tax
accounting
estate planning
mergers and acquisitions
international tax
state and local tax