Responsible to develop and maintain strong client relationships while delivering high quality, accurate and timely service
Mentor, supervise, and train staff
Evaluate overall team performance and execute performance management processes
Supervise tax engagements and assist in providing tax planning, consulting, and compliance services
Review income tax returns prepared by staff and make recommendations on return preparation regarding accuracy and timely service delivery opportunities
Analyze trusts and other documents to determine tax return filing requirements of accounts.
Participate and actively contribute to new business development activities.
Effectively and appropriately respond to questions and inquiries from team members, clients and the Internal Revenue Service (IRS)
Keep clients informed of tax regulation developments and other relevant facts that affect their business

Ability to conduct independent research on planned giving-related tax topics, prevailing tax regulations and be able to generate value-added ideas to clients and to the team.
Ability to show strong leadership and mentoring capabilities
Bachelor’s Degree, with preference for accounting or business administration.
CPA, or Enrolled Agent required
Serve as IRS Responsible Official
7 to 10 years of direct fiduciary tax experience with an emphasis on Charitable Remainder trusts and exempt organization.
Excellent written and verbal communications skills.
Ability to work both independently, and with a team with professionals at all levels.
Computer proficiency and experience working with OneSource Trust tax software, Trust accounting systems, CCH ProSystem and Global Plus.

our retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Fiduciary Tax Manager – Charitable Asset Management, VP II

Key skills