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5 дней назад

Trust Tax Manager

97 500 - 168 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Trust Tax Manager (Trust Tax): Oversees advanced trust tax operations, including 1041 compliance, trust distributions, funding, tax planning, RMDs, and 1099 reporting with an accent on complex compliance, regulatory accuracy, and client deliverables. Focus on leading trust tax engagements, developing team members, managing peak tax-season workloads, and ensuring adherence to IRS and statutory filing requirements.

Location: Chicago, IL; Grand Rapids, MI; or Southfield, MI, United States. Workplace for Your Day model with a principally in-person approach and flexibility determined with the supervisor and team.

Salary: $97,500–$168,000 base salary annually, depending on geography, experience, education, skills, responsibilities, and other factors.

Company

hirify.global is an audit, tax, consulting, and wealth management firm with a focus on inclusive professional development and client service.

What you will do

  • Oversee advanced trust tax operations for hirify.global Trust, including 1041 compliance, trust distributions, funding, and tax planning.
  • Manage RMDs and 1099 reporting to ensure compliance with IRS regulations.
  • Lead, supervise, and train staff and interns assigned to trust tax engagements.
  • Own project progress, timely client deliverables, and statutory filing deadlines.
  • Collaborate with the trust team through meetings, committees, training initiatives, wealth management tax and trust work, and estate tax reviews.
  • Use technology and other resources to improve technical execution and maintain engagement team standards.

Requirements

  • Bachelor’s degree in accounting or finance.
  • CPA certification required.
  • 5+ years of specialized trust tax experience, including complex compliance and reporting.
  • Ability to manage high-complexity tax and trust work accurately and efficiently.
  • Ability to collaborate across trust, wealth management tax, and estate tax teams.
  • Must be legally authorized to work in the United States without sponsorship.

Culture & Benefits

  • Flexible working environment within a principally in-person model.
  • Health, dental, vision, disability, and life insurance for eligible staff.
  • Flexible Time Off, designated holidays, and a 401(k) plan.
  • Flexible benefits plans, pension eligibility for some administrative and paraprofessional staff, and a discretionary bonus plan.
  • Business-related travel, lodging, and meal reimbursement.
  • Inclusive workplace focused on equitable opportunities and professional growth.

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