Tax Manager - Estate, Gift & Trust at Brady Martz

Grand Forks, North Dakota, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Feb, 26

Salary

0.0

Posted On

14 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Transfer Tax Law, Technical Research, Estate Planning, Fiduciary Income Tax, Compliance, Mentoring, Training, Communication, Team Collaboration, Innovative Thinking, Technical Guidance, Legal Document Review, Tax Return Preparation, Planning Recommendations, Monitoring Tax Law Changes, Client Service Support

Industry

Accounting

Description

Open to onsite, hybrid, or remote working arrangement. Manager – Transfer Tax Technical Research and Compliance serves as a subject matter expert on federal and state transfer tax matters, including estate, gift, and generation-skipping transfer (GST) taxes. This role is responsible for overseeing the technical accuracy, quality, and efficiency of complex transfer tax return engagements, providing in-depth research and guidance on sophisticated estate planning strategies, and supporting client service teams with technical expertise and training. This position is ideal for an experienced tax professional with deep knowledge of transfer tax law, a passion for technical research, and the ability to translate complex concepts into practical guidance for clients and internal teams. Essential Position Responsibilities: · Conduct comprehensive technical research on federal and state transfer tax issues, including estate, gift, and GST taxation; prepare written analyses and planning recommendations. · Conduct comprehensive research on income tax issues, including fiduciary income tax; prepare written analyses and planning recommendations. · Review and interpret legal documents (wills, trust agreements, buy-sell agreements) in the context of estate tax compliance and planning. · Oversee the preparation, review, and filing of federal and state estate (Form 706) and gift (Form 709) tax returns. · Serve as an internal resource, providing technical guidance and proactive recommendations on estate and trust matters. · Mentor and train staff in estate and trust compliance and technical research. · Monitor changes in estate and trust tax law and advise firm leadership on implications. · Partner with accounting team, wealth solutions team and attorneys to design and implement estate planning, trust administration, and business succession strategies. · Bachelor’s Degree in in accounting or related field required · 5+ years of experience in tax law, including transfer tax and fiduciary income tax, preferably in public accounting · Licensed CPA preferred · Strong technology skills · Ability to work on multiple projects and meet deadlines · Ability to communicate clearly in writing and verbally · Team player · Ability to think innovatively Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Responsibilities

The Tax Manager oversees the technical accuracy and efficiency of complex transfer tax return engagements while providing in-depth research and guidance on estate planning strategies. This role also involves mentoring staff and advising on changes in estate and trust tax law.