This position is responsible for the efficient, accurate, complete, and timely preparation and review of estate, gift, and fiduciary tax returns, as well as corporate, pass-through entities, and individual returns.
This position requires the ability to make decisions on all but the most unusual tax situations, while still consulting with other team members.
This position requires the manager to be in the office periodically and more often during busy season to meet in person with clients, to interact and cultivate relationships with clients, fellow staff, and partners.
Participation in local community events and networking is also an important part of this position.
Client and project management
Work and collaborate with client attorneys to facilitate return preparation and other planning and consulting services.
Analyze and correctly apply provisions in estate planning document...