Tax Manager – Estates and Trusts

Job Title:Tax Manager – Estates and Trusts
Location: Remote
Job Type: Full-Time


About Keystone CPA:

Keystone CPA is a premier accounting firm recognized for its comprehensive tax, audit, and consulting services. We pride ourselves on our commitment to excellence, integrity, and innovation. Our team-oriented environment fosters professional growth and development, making us a leader in the industry. We are currently seeking an experienced Tax Manager specializing in Estates and Trusts, holding a Master’s in Taxation, to join our dedicated team.

Job Description:

As the Tax Manager for Estates and Trusts at Keystone CPA, you will leverage your expertise in taxation to provide high-quality service to our clients. This role requires a deep understanding of estate planning, trust administration, and related tax compliance. You will play a crucial role in advising clients on complex tax issues, ensuring compliance with tax laws, and optimizing tax strategies.

Compensation:

Salary: $116,854 – $173,380

Featured benefits

Medical insurance
Vision insurance
Dental insurance
401(k)
Paid paternity leave

Qualifications:

  • Master’s degree in Taxation from an accredited institution.
  • CPA certification preferred.
  • Minimum of 5 years of experience in estate and trust taxation.
  • Experience working in CCH software and ProSystem fx Engagement a huge plus!
  • In-depth knowledge of federal and state tax laws pertaining to estates and trusts.
  • Strong analytical and problem-solving skills with attention to detail.
  • Excellent communication and interpersonal skills.
  • Proven ability to manage multiple projects and meet deadlines.
  • Proficiency in tax research tools and accounting software.
  • High ethical standards and a commitment to client confidentiality.

    Preferred Qualifications:
  • Experience in a public accounting firm or similar professional services environment.
  • Previous experience managing a team of tax professionals.
  • Familiarity with advanced estate planning techniques and strategies.

If you’re ready to be part of a dynamic team that gets deals done, apply now and take your career to the next level with Keystone.

Keystone CPAs is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Please complete the form below or send resume and cover letter to careers@keystone.cpa

Apply for this position

Allowed Type(s): .pdf, .doc, .docx