Fiduciary Tax Manager - OneSource - Remote - Top Firm
Company: CyberCoders
Location: Irvine
Posted on: November 23, 2022
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Job Description:
We know that the success of our firm begins with the individual
skills, dedication and success of our staff at every level. We
believe our staff deserves a great work environment, and that a
great work environment will continue to help us attract and retain
the most talented people in our industry. Our values are lived out
in an exceptional staff who build strong interpersonal
relationships and understand the importance of effective work/life
integration .If you are a Fiduciary Tax Manager with experience,
please read on!
What You Will Be Doing
Providing direct oversight of the high-volume tax preparation
function for the Wealth Management Division by supervising
professional staff.
Supervising and managing professional tax staff to ensure Culture
of Excellence standards.
Overseeing determination of quarterly tax estimates for all trust
accounts administered by the Bank.
Managing tax preparation procedures and processes and reviewing or
preparing fiduciary income tax returns and Forms 1099 for trust and
agency accounts.
Preparation of fiduciary income tax returns, Forms 1099, federal
estate tax returns, gift tax returns for decedents, date of death
valuations of securities and cost basis adjustments, and individual
income tax returns for decedents and/or other beneficiaries.
Overseeing preparation and review of federal estate tax returns and
gift tax returns for Decedents.
Overseeing preparation and review of date of death valuations of
securities and cost basis adjustments.
Overseeing miscellaneous tax administration needs, such as setting
up new account tax information within the systems, applying for
EINs, responding to tax notices, and addressing system issues
related to tax reporting.
Ensuring that clients receive the highest quality of service, and
that the Divisions reputation is sustained at a superior level.
Assisting with the determination of and charging tax preparation
fees.
Serving as a consultative resource regarding tax planning or tax
issues impacting accounts.
What You Need for this Position
Bachelors degree in accounting or equivalent education and work
experience; CPA is strongly preferred.
Five years of experience preparing a high volume of increasingly
more complex individual, corporate, and/or fiduciary tax returns,
with emphasis placed on fiduciary tax return preparation.
Experience using OneSource Fiduciary Tax program
Proven experience managing processes and people, preferably in a
tax-focused or similar environment.
Proven verbal and written communication skills, with strong
emphasis placed on responsiveness and customer service skills.
Excellent interpersonal skills, exhibiting a high degree of
professionalism.
High level of initiative, and the ability to work with minimal
direct supervision.
High degree of accuracy and attention to detail.
What's In It for You
We are known as a firm of choice for accounting professionals who
want to balance career commitment with real life demands. We are a
pioneer in flexible work schedules, recognized in the top 20% of
employers nationwide with the When Work Works award. A flexible
workplace relies on a strong set of values, and trust. Our values
are lived out in an exceptional staff who build strong
interpersonal relationships and understand the importance of
effective work/life integration.
ORE THAN THE NUMBERS is not just our tag line, but a set of values
that we live out every day. You will have the opportunity to make a
meaningful difference on our team, AND will have fun and grow while
doing it! Fiduciary Tax Manager with experience, please apply
today!
Colorado employees will receive paid sick leave. For additional
information about available benefits, please contact Joshua
Blum
Email Your Resume In Word To
Looking forward to receiving your resume through our website and
going over the position with you. Clicking apply is the best way to
apply, but you may also:
Joshua.Blum@CyberCoders.com
Joshua Blum - Executive Recruiter - CyberCoders
Applicants must be authorized to work in the U.S.
CyberCoders, Inc is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, national origin,
disability, protected veteran status, or any other characteristic
protected by law.
Your Right to Work - In compliance with federal law, all persons
hired will be required to verify identity and eligibility to work
in the United States and to complete the required employment
eligibility verification document form upon hire.
Keywords: CyberCoders, Irvine , Fiduciary Tax Manager - OneSource - Remote - Top Firm, Accounting, Auditing , Irvine, California
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