Fiduciary Tax Manager - OneSource - Remote - Top Firm We know that the success of our firm begins with the individual skills, dedication and success of our staff at every level. We believe our staff deserves a great work environment, and that a great work environment will continue to help us attract and retain the most talented people in our industry. Our values are lived out in an exceptional staff who build strong interpersonal relationships and understand the importance of effective work/life integration .If you are a Fiduciary Tax Manager with experience, please read on!
What You Will Be Doing Providing direct oversight of the high-volume tax preparation function for the Wealth Management Division by supervising professional staff.
Supervising and managing professional tax staff to ensure Culture of Excellence standards.
Overseeing determination of quarterly tax estimates for all trust accounts administered by the Bank.
Managing tax preparation procedures and processes and reviewing or preparing fiduciary income tax returns and Forms 1099 for trust and agency accounts.
Preparation of fiduciary income tax returns, Forms 1099, federal estate tax returns, gift tax returns for decedents, date of death valuations of securities and cost basis adjustments, and individual income tax returns for decedents and/or other beneficiaries.
Overseeing preparation and review of federal estate tax returns and gift tax returns for Decedents.
Overseeing preparation and review of date of death valuations of securities and cost basis adjustments.
Overseeing miscellaneous tax administration needs, such as setting up new account tax information within the systems, applying for EINs, responding to tax notices, and addressing system issues related to tax reporting.
Ensuring that clients receive the highest quality of service, and that the Divisions reputation is sustained at a superior level.
Assisting with the determination of and charging tax preparation fees.
Serving as a consultative resource regarding tax planning or tax issues impacting accounts.
What You Need for this Position Bachelors degree in accounting or equivalent education and work experience; CPA is strongly preferred.
Five years of experience preparing a high volume of increasingly more complex individual, corporate, and/or fiduciary tax returns, with emphasis placed on fiduciary tax return preparation.
Experience using OneSource Fiduciary Tax program
Proven experience managing processes and people, preferably in a tax-focused or similar environment.
Proven verbal and written communication skills, with strong emphasis placed on responsiveness and customer service skills.
Excellent interpersonal skills, exhibiting a high degree of professionalism.
High level of initiative, and the ability to work with minimal direct supervision.
High degree of accuracy and attention to detail.
What's In It for You We are known as a firm of choice for accounting professionals who want to balance career commitment with real life demands. We are a pioneer in flexible work schedules, recognized in the top 20% of employers nationwide with the When Work Works award. A flexible workplace relies on a strong set of values, and trust. Our values are lived out in an exceptional staff who build strong interpersonal relationships and understand the importance of effective work/life integration.
MORE THAN THE NUMBERS is not just our tag line, but a set of values that we live out every day. You will have the opportunity to make a meaningful difference on our team, AND will have fun and grow while doing it! Fiduciary Tax Manager with experience, please apply today!
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Joshua Blum
- Applicants must be authorized to work in the U.S.
*CyberCoders, Inc is proud to be an Equal Opportunity Employer*
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.
*Your Right to Work* - In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Subscribe to job alerts and add your resume to our resume database for employers!