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Tax Senior Manager - Estate and Gifts

Company: CTI Education Group
Location: Irvine
Posted on: April 4, 2021

Job Description:

Job Description - Tax Senior Manager - Estate and Gifts (20621) Tax Senior Manager - Estate and Gifts ( Job Number: 20621 ) Employee Status : Regular Schedule : Full Time Primary Location : Irvine, CA Description Why Moss Adams? Moss Adams brings more West to business. At Moss Adams, we're excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper. We provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. Introduction to the team Tax Services' teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Our Private Client Services team focuses on delivering high value solutions and income, charitable, estate and gift tax planning strategies to our high net worth clients.-- Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities:

  • Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections.
  • Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard.
  • Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions.
  • Interact closely with client's other advisors such as attorneys and financial managers.
  • Research and consult on tax matters, primarily in the federal estate, gift, charitable planning and generation skipping tax arenas.
  • Evaluate skills and develop Managers, Seniors and Staff in client engagement management and technical expertise in individual, trust, partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax audits.
  • Develop and execute a business development plan which includes networking, new client development and client expansion activities. Qualifications:
    • Bachelor's degree in accounting or related field required
    • Master of Tax or JD/LLM preferred
    • Minimum of 7 years of related experience
    • Previous experience in a public accounting or law firm preferred
    • CPA required. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment
    • Minimum of 4 years supervising and training experience
    • Subject matter expert in corporate, partnership, individual and trust and estate taxation required; prior experience in Private Client working with high net worth individuals and owners of closely held businesses preferred
    • Proven market facing skills required to develop new business and sustain existing excellent client relationships
    • Must have visibility and recognition within your industry specialization and in your local market
    • Proven success managing multiple client engagements
    • Excellent written and verbal communication and interpersonal skills Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you. Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Keywords: CTI Education Group, Irvine , Tax Senior Manager - Estate and Gifts, Executive , Irvine, California

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