Trust, Estate, and Gift Tax Manager

Rea & Associates is a growing Top 100 Accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and fifteen offices in Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

As a Tax Manager – Trust, Estate, and Gift, you will report on matters as it related to clients trusts, gift tax returns, and any estate or inheritance tax returns. Duties include interacting with clients to ensure a smooth compliance process, from engagement letter coordination to ultimate delivery of the tax return.

Responsibilities

• Reviewing a variety of tax returns for multiple clients including: estate, trust, gift and private foundation tax returns
• Reviewing tax returns for high net worth individuals
• Provide estate planning solutions to clients
• Having the ability to work for multiple clients simultaneously
• Developing a relationship with and maintaining contact with individual clients
• Communicating directly with clients and serving as the primary point of contact
• Being the in-charge accountant on specific clients
• Identify issues with existing plans and offer alternative ideas
• Develop relationships with clients and work with relationship partners
• Work with attorneys to ensure client’s wishes are followed as estate plans are created
• Review prepared Form 706, Estate Tax Returns
• Review prepared Form 709, Gift Tax Returns
• Review prepared Form 1041, Fiduciary Income Tax Returns
• Train staff on fiduciary income tax concepts/compliance requirements
• Provide training to staff on estate, trust and gift planning concepts/compliance requirements
• Handle compliance and planning related to clients’ particular situations
• Being cognizant of time budgets, but not allowing time budgets to sacrifice the quality and/or efficiency
• Proactively communicates with other staff on status of projects and assistance needed
• Able to tackle more complex accounting and/ or tax issues

Research

• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
• Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
• Trains staff on research skills and helps to appropriately frame tax issues for analysis
• Involves firm specialists, as appropriate

Supervisory Responsibilities

• Supervises associates and senior associates on all projects
• Reviews work prepared by associates and senior associates and provide review comments
• Trains Associates and Seniors how to use all current software tools
• Acts as a Career Advisor to associates and senior associates
• Schedules and manages workload of associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Requirements

• Bachelor’s degree in Accounting or other relevant field required
• Master’s in Business Administration, Master’s degree in Accounting or Taxation beneficial
• Minimum of 5 years’ experience with estate planning
• Prior supervisory experience required
• CPA license
• Juris Doctor is a plus
• AEP (Accredited Estate Planner) or CEP (Certified Estate Planner) is preferred
• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
• Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, FirmFlow, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers

Benefits

Rea & Associates offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k)
• Life Insurance (Basic, Voluntary & AD&D)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• 'Work From Anywhere' option
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays

Listen here to learn more about us!

Rea & Associates, Inc. is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment.

Rea & Associates does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea & Associates will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.