Retail Options, Executive Search
Trusts and Estate Tax Manager
- directions_car Phoenix
- work Full-time
About the position
Responsibilities:
- Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
- Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
- Ensure compliance with legal and tax requirements for trust and estate entities
- Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
- Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines
- Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
- Proactive approach to process improvement and regulatory changes
- Bachelor's degree in Accounting or Finance
- 5+ years of specialized experience in trust and estate tax
- CPA strongly preferred
- Self-motivated
- High ethical standards and integrity
- Client-focused mindset and ability to manage multiple priorities
- Work well in a team environment
- Excellent communication skills
Place of work
Phoenix
United States of America
About the company
Relentless Talent Solutions, Powered by Innovation
We take a non-stop approach to talent acquisition by leveraging the power of artificial intelligence, social media, a database of over 7 million candidates, and a team of recruiters spanning the United States, the Caribbean, and Canada.
In today’s shrinking talent pool, speed is critical—and that’s where we come in. As a boutique firm with a broad reach, we manage the entire hiring journey—from the first conversation to the moment your new hire walks through your door.
What Sets Us Apart
Geographic Expertise: We succeed where others struggle—finding top talent in challenging regions and remote markets.
Discreet & Strategic: From confidential searches to special projects, we handle sensitive assignments with professionalism and precision.
End-to-End Partnership: Our team acts as an extension of your company, fully immersing ourselves in your business culture and hiring needs.
Our Core Values
We Build Long-Term Relationships
We go beyond transactions to foster genuine, lasting partnerships.
We Are an Extension of Your Team
We invest the time to understand your goals, culture, and hiring challenges.
We Move Fast—And Smart
We deliver top-tier candidates swiftly and efficiently—the first time.
We Focus on Quality, Not Quantity
You receive carefully vetted talent, not stacks of résumés.
We Handle Every Detail
Reference checks? Already done. Every candidate we present is fully vetted and ready for the next step.
Relevant places near
- Glendale
- Scottsdale
- Maryvale
- Tempe
- Tempe Junction
- Alhambra
- Ahwatukee Foothills
- Central City
- Encanto
- Paradise Valley
Job ID: 9523198
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