Tax Manager - High Net Worth

TAX MANAGER - TRUST AND ESTATE
At CRI your career path is just that-yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI can help you reinvent your career path and shape your future.
This is excellent opportunity to advance to Partnership.
Essential Functions:

• Preparation and initial Review of 1041 trust and estate income tax returns
• Preparation of fiduciary accountings, knowledge of state statutes & familiarity with document
• review as it applies to a fiduciary accounting
• Analyze tax issues and come to conclusions.
• Perform diversified accounting, and tax assignments under the direction of a senior manager or
• partner
• Demonstrate competency in technical skills, work quality and application of professional and firm
• standards
• Meet time constraints and client deadlines
• Participate in firm training courses to further develop technical skills; ability to train
• others
• Provide excellent client service by producing quality work, quick turnaround and attentive
• service
• Ability to develop and maintain client and referral relationships.

Qualifications:

• Must have fiduciary experience; law firm or trust department experience will be considered.
• 5+ year's experience in preparation and review of 1041, 706 and 709 returns, high net worth 1040 preparation and planning affecting estate and gift tax returns.
• Trust department or accounting firm family private office fiduciary tax and/or administration experience would be considered
• Experience with preparation and review GST issues associated with 706, 709, 706-GS (D) and 706 GS (T) filings.
• In additional to CPA, the following designations are strongly preferred EA, CFTA CFP,PFS, and PFP

Applicants for positions with CRI must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position or future positions.
CRI offers a comprehensive benefits package. For additional information related to our benefits & culture, please visit our careers site.
CRI unites your professional passions with your individual personal pursuits. CRI works together to build an empowered workplace for every person that steps foot through the door, from intern, to admin, to staff accountant, to partner. At CRI, #EverybodyCounts
Going beyond traditional accounting, CRI boasts many specialized service offerings, as well as our CRI Family of Companies portfolio, which collectively work together to help individuals and organizations across a broad range of industries reach their goals. To learn more about the industries we serve, our service offerings, and other opportunities, please visit us at
#LI-Hybrid