Brady Martz & Associates
There are no small clients at Brady Martz. There are no unimportant questions. There are no unsolvable problems. Every one of our clients deserves to work with an experienced professional who understands their business and the industry in which it operates.
201 - 500 employees
Senior Tax Manager – Estate, Gift & Trust
Job not on LinkedIn
October 31
Brady Martz & Associates
There are no small clients at Brady Martz. There are no unimportant questions. There are no unsolvable problems. Every one of our clients deserves to work with an experienced professional who understands their business and the industry in which it operates.
201 - 500 employees
📋 Description
• Conduct comprehensive technical research on federal and state transfer tax issues, including estate, gift, and GST taxation; prepare written analyses and planning recommendations. • Conduct comprehensive research on income tax issues, including fiduciary income tax; prepare written analyses and planning recommendations. • Review and interpret legal documents (wills, trust agreements, buy-sell agreements) in the context of estate tax compliance and planning. • Oversee the preparation, review, and filing of federal and state estate (Form 706) and gift (Form 709) tax returns. • Serve as an internal resource, providing technical guidance and proactive recommendations on estate and trust matters. • Mentor and train staff in estate and trust compliance and technical research. • Monitor changes in estate and trust tax law and advise firm leadership on implications. • Partner with accounting team, wealth solutions team and attorneys to design and implement estate planning, trust administration, and business succession strategies.
🎯 Requirements
• Bachelor’s Degree in in accounting or related field required • 5+ years of experience in tax law, including transfer tax and fiduciary income tax, preferably in public accounting • Licensed CPA preferred • Strong technology skills • Ability to work on multiple projects and meet deadlines • Ability to communicate clearly in writing and verbally • Team player • Ability to think innovatively
🏖️ Benefits
• Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
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