Trust and Estate Tax Manager

BRICKLEY DELONG P.C

Trust and Estate Tax Manager

Grand Haven, MI +2 locations
Full Time
Paid
  • Responsibilities

    Brickley DeLong is a full-service, West-Michigan based, public accounting and business consulting firm with offices in Muskegon, Grand Haven, Grand Rapids, and Hart. This position can be located out of any office. We are currently seeking a Tax Manager who specializes in Trust and Estate planning to join our growing team! Our team is looking for someone who has extensive experience working with trust income tax returns and estate tax returns.

    This role would require working closely with trustees, personal representatives and attorneys to gather information needed to prepare the tax returns required. This role also requires the ability to manage a broad range of business and individual filings. The right candidate must have excellent interpersonal skills and will be an essential member of our team, providing services in tax, consulting, trust & estate tax experience, and assurance. The right candidate should also be able to build and maintain strong client relationships through effective communication and understanding of unique financial situations.

    Job Duties:

    Ensures compliance function of client engagements, including the preparation and technical review of corporate, partnership, individual trusts, income tax returns and estate tax returns

    Identifies tax planning calculations

    Works and assists with tax research and planning

    Researches and consults on complex tax matters

    Completes trust and estate planning

    Assists the firm in process improvement and best practices

    Manages and supervises multiple client engagements

    Benefits:

    401(k)

    Dental insurance

    Disability insurance

    Health insurance

    Life insurance

    Paid time off

    Vision insurance

    Customized work arrangements

    Ability to commute:

    Grand Rapids, MI: Reliably commute or planning to relocate before starting work (Required)

    Muskegon, MI: Reliably commute or planning to relocate before starting work (Required)

    Grand Haven, MI: Reliably commute or planning to relocate before starting work (Required)

    Experience:

    Accounting: 8 years (Preferred)

    Tax: 8 years (Preferred)

    License/Certification:

    CPA License (Required)

    Flexible work from home options available.

  • Locations
    Grand Haven, MI • Muskegon, MI • Grand Rapids, MI