Tax Manager- Trust & Estates

This is a remote position.

Company: BeachFleischman PC is the largest locally owned accounting, business advisory and financial services firm in southern Arizona with offices in Phoenix and Tucson. Our team strives to enhance companies’ and individual clients’ financial health by adding value through long-term client relationships and individualized service. Our staff enjoy a challenging work environment that provides employees with opportunities for professional development and to work on complex client engagements.

We offer an outstanding benefits package that includes employer paid health, dental, and vision; 401(k) and profit sharing; long-term disability and life insurance paid for by the firm; wellness and cell phone reimbursements; busy season meals; massages and other fun social activities.

Job Description

BeachFleischman PC is seeking an experienced Tax Manager to join the Estates & Trusts team. The successful candidate will be direct and review the work of others, manage existing client relationships, and recommend service opportunities. The ideal candidate will have strong attention to detail, and superior follow up – follow through skills. The candidate must also have excellent organizational, communication, and decision-making skills.

Essential Duties and Responsibilities

• Completes advanced level tax compliance and planning
  

• Reviews the preparation of complex, individual, partnership, fiduciary and other tax returns
  

• Controls multiple engagements and consistently recognizes additional service opportunities for existing clients
  

• Supervises, mentors, evaluates, trains and acts as a resource to professional staff
  

• Supervises tax projects such as structuring, planning, projections, and research as appropriate without supervision
  

• Demonstrates commitment to begin practice development
  

• Performs other accounting services and duties as assigned
  

• Ability to use and train others on complex tax systems including CCH Axcess, Caseware, and time and billing software
  

• Ability to supervise, teach, mentor, and lead others Proficient in tax and accounting research including knowledge of firm reference resources
  

• Must have strong communication, organizational, analytical and leadership skills
  

Qualifications

• Bachelor’s Degree in Accounting, or equivalent degree as determined by the management committee, required
  

• Master’s Degree in Accounting or Taxation preferred
  

• CPA license required
  

• 6 to 9 years experience in public accounting
  

• Experience working with and consulting with clients in the Estates and Trusts industry
  

No phone calls to BeachFleischman, PC, please.