Tax manager - estate

We are an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Our firm delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. We are a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, and still run by its original founders, we are primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. We are considered a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning. This is a full-time, Exempt role based out of Cincinnati, OH. This position is a hybrid role if you are located near one of our offices. Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback Review situations and transactions to determine federal, state and local filing requirements Analyze and respond to IRS, state, and local tax agency notices Participate in internal strategy discussions with clients and collaborate with their financial advisors Identify and resolve client tax related questions and issues Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management Performs other duties as assigned BS/BA Degree, accounting preferred Valid CPA license 6+ years individual, trust and gift tax return preparation and review experience Proficiency in income tax planning and compliance Multi-state tax preparation/filing experience preferred Form 1041 Trust & Estate and Form 709 Gift return experience Strong Excel And Other Software Skills Intuit Lacerte tax software experience preferred Excellent oral and written communication skills and attention to detail Strong interpersonal and client service skills Ability to handle multiple priorities, clients and tight deadlines Benefits 10 Paid holidays per year 3+ weeks of PTO 30 hours of sick time per year 401k with employer match Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance Email Your Resume In Word To Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

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Vincent Steger - Sr. Executive Recruiter Applicants must be authorized to work in the U.S. CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.