Remote Trust & Estate Tax Manager

Remote, 4% 401k Match, 36 Hour Summer Weeks, 10% Commission on new Business, Path to Partner, 55 Hour Busy Seasons, Off-Site Events

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A bit about us:

Our firm thrives on our strong relationships with clients and our talented team members that work together with a high level of professionalism and commitment to our core values. Our core values have created a remarkable culture that encourages individual career development, relationship building and firm growth.

Why join us?

  • Remote
  • 4% 401k match
  • Path to Partner
  • 55 hour busy season
  • 36 hour weeks in the summer
  • 36 hour weeks in December
  • 10% commission on 1 time new clients
  • 7.5% commission on reoccurring clients
  • Off-site events

Job Details

  • Active CPA license
  • Must have obtained a college degree that includes significant concentration of accounting or tax courses
  • Have 7 plus years of Estate and Trust planning & compliance experience
  • Familiarity with preparing or reviewing final personal income tax returns for decedents, fiduciary income tax returns for estates and trusts, estate tax returns and gift tax returns
  • Prior involvement in developing and implementing tax planning strategies for high net worth individuals, including exposure to utilization of various types of trust instruments to achieve client goals
Easy Apply Now
Easy Apply Now
Job Details
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Amherst, NY
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