Practice Lead - Trust and Estate Tax

Company: MRPR CPAs & Advisors

Location: Southfield

Closing Date: 18/10/2024

Salary: £100 - £125 Per Annum

Hours: Full Time

Type: Permanent

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Job Requirements / Description

Practice Lead – Trust and Estate Tax

MRPR is a Full-Service Accounting & Business Advisory Firm serving the Michigan business community since 1974, and we are looking for an experienced Trust and Estate leader to join our team as a Senior Manager, Principal or Director (based on experience).

In joining our Firm, you will become part of an exceptional team with a rich history. For over the past 50 years, MRPR has partnered with businesses from multiple industries by providing a full range of tax, audit, accounting services, and business advisory expertise to help these businesses thrive and grow in the ever-changing economic environment.

At MRPR, our culture lets you be heard and make a difference. We provide our employees with a supportive work environment that values each unique talent. We place strong value on investing in relationships, providing quality work, thinking like business owners, and succeeding together. We look for candidates to join our team who believe in, and can demonstrate, these values and who want to be a part of our dynamic culture.

Responsibilities:

LMA (Lead, Manage, and Hold Accountable): Lead, manage, and hold self and others accountable in line with MRPR Core Values; lead and grow firmwide trust and estate practice; and lead engagements ranging from simple trust return compliance to helping fiduciary clients navigate the entire trust/estate process.
Client Relationships: Help our clients successfully navigate the myriad of tax laws and regulations that govern Trust and Estates; build long-term relationships through trust, respect, and industry knowledge; and understand client’s culture and business to help them achieve success.
Technical Expertise: Ensure our clients stay in compliance while implementing strategies to significantly reduce their tax liability; provide fiduciaries with a complete and accurate trust accounting tailored to the needs of the client; participate in other tax engagements (including individual tax, planning and compliance for closely-held businesses in a variety of industries, and tax research).
Team Development: Promote a learning environment; guide, support, and coach team members in performance expectations and career development opportunities; active participation in initiatives that build empowered, diverse teams; and develop career path for growth.
Business Development: Proactive in seeking opportunities with existing clients; generate leads and develop new client contacts; stay abreast of market competition; and engage in networking activities to drive growth.

Requirements:

Bachelor’s degree in accounting plus CPA certification or law degree.
10+ years of experience in public accounting and/or industry.
Knowledge of trust accounting concepts, including the proper allocation of principal and income generally defined in state law.
Experience preparing/reviewing fiduciary tax returns (Form 1041).
Experience preparing/reviewing estate tax returns (Form 706).
Experience preparing/reviewing Split Interest Trust returns (Form 5227) is a plus.
Experience in Individual Tax is a plus.
Experience in a supervisory and training role.
Research skills, including interpretation of laws and regulations and how to apply them in client situations and fact patterns.
Experience performing strategic planning for clients and potential clients.
Strong written and oral communication skills.
Strong client service focus, attention to detail, and ability to manage time effectively.
Capacity to work well in a team environment and with other trusted advisors.
Working knowledge of: Tax compliance software; tax research database and planning tools; Microsoft Office products and Adobe Acrobat.

Job Type: Full-time

Pay: From $125,000.00 per year

Benefits: