Tax Manager (Individual, Trust, Estate, and Gift Specialty) at Doeren Mayhew in Grand Rapids, MI

Job description

• Our firm is seeking a Tax Manager in our Grand Rapids, MI office, specializing in estate, gift, trust and high net worth individual taxation. The manager in this role will interact with clients on a regular basis while reporting to firm principals within our Domestic Tax Group. The manager will work with legal and tax professionals and taxing authorities on matters relating to federal and state individual income taxes, estate and fiduciary income taxes, and postmortem tax issues and estate administration.

Responsibilities

• Prepare or review income tax returns, trust returns, estate tax returns, and other documentation for compliance with tax laws and regulations
• Work with clients, estate’s attorney, related professionals and internal engagement teams to resolve tax-related issues and administration matters
• Review, analyze, and interpret trust documents and wills and develop knowledge about tax implications of language in documents
• Meet time constraints and client deadlines
• Begin acquiring the skills necessary to develop quality client relationship
• Participate in firm training courses to further develop technical skills
• Provide excellent client service by producing quality work, quick turnaround and attentive service
• Assist in tax research related to income, trust and estate laws
• Assist team in developing new processes and improve existing processes to streamline services for individual, trust, and estate tax compliance and consulting

Requirements

• Bachelor’s Degree and/or Master’s Degree in Accounting/Taxation
• 5+ years of recent public accounting experience or related governmental experience
• CPA License or Enrolled Agent status
• Demonstrated technical knowledge in individual, trust, and estate tax returns
• Excellent analytical, problem-solving, and research skills
• Excellent communication and writing skills
• Ability to make and support decisions regarding accounting and tax matters
• Ability to perform multiple engagements and meet deadlines
• Ability to mentor, lead, and train people and to adapt to different learning styles of others
• CCH Axcess software experience helpful, but not required
• Located within commuting distance of Grand Rapids office

Skills

Preferred

• CCH Axcess software experience