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Tax Manager or Director - Gift, Estate and Trust - Bellevue, Lacey, Tacoma, WA

114 800 - 174 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
director
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
Tax Manager or Director - Gift, Estate and Trust (Private Client Tax): Delivering gift, estate, and trust tax planning, consulting, and compliance services for high-net-worth clients with an accent on estate tax minimization, business succession, asset protection, and tax return review. Focus on leading local tax professionals, developing client relationships, and strengthening CLA’s Private Client tax practice in the Pacific Northwest.

hirify.globalss="location">Location: Bellevue, Lacey, or Tacoma, Washington

hirify.globalss="salary">Compensation: $114,800.00–$174,000.00 per year

hirify.globalss="company-description">Company

hirify.global is a national professional services firm focused on tax services, client advisory work, and career development.

hirify.globalss="what-you-will-do">What you will do

  • Serve as a gift, estate, and trust tax expert on the Private Client Tax team.
  • Deliver gift, estate, and trust tax planning and consulting services, including estate tax minimization, business succession, and asset protection strategies.
  • Review trust, estate, gift, and high-net-worth individual income tax returns.
  • Collaborate with the wealth advisory practice and other client-serving professionals.
  • Develop client relationships, provide technical consultation, and identify business development opportunities.
  • Lead and develop the local team of tax professionals specializing in gift, estate, and trust services.

hirify.globalss="requirements">Requirements

  • Bachelor’s degree required. A degree in Accounting, Finance, or a related field is strongly preferred.
  • Six years of experience in professional accounting, finance, or a related field required. Experience in gift, estate, and trust taxation; individual tax planning and compliance; and working with high-net-worth clients is strongly preferred.
  • CPA certification required. EA or JD may be accepted instead of CPA certification.

hirify.globalss="culture-benefits">Culture & Benefits

  • Director and Manager career paths provide alternative routes at the same level of seniority.
  • Entrepreneurial environment with flexibility, autonomy, and encouragement to develop opportunities.
  • Career progression toward tax leadership or principal-level responsibilities.
  • Benefits include health, dental, vision, and 401(k) options.
  • Compensation may vary based on geography, experience, education, skills, and knowledge.

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