Principal Tax Manager
📋 Role Overview & Responsibilities
About The Opportunity
Our client, an accounting advisory firm, is currently seeking a Principal Tax Manager in Rochester, New York to serve as a tax functional leader for compliance, advisory and annuity tax service delivery. In this supervisory role, you will focus on trusts and estates accounting and tax law issues. Our ideal candidate will be the primary technical advisor on firm trust and estate tax type matters including compliance, reporting, and transactions.
Responsibilities
Prepare and review fiduciary income tax returns, gift tax returns, federal and state estate tax returns, and private foundation returnsCompute and review commissions and calculate unitrust and annuity paymentsTrust and estate administration, including record keeping and monitoring filing deadlinesOversee the accounting aspects of a trust or estate intermediate or final settlementReview and/or prepare computations of trustee’s commissions in terminating trustsParticipate in quality control reviews of documents being filed with a court or governmental agencyPrepare annual guardianship accounting reportsTrain and educate staff members on various estate and trust topicsCounsel and advise clients on estate planning
Required Education, Licenses And Experience
Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law or EconomicsLicense/Certification: CPA or EAMinimum of 10 years related experience in a tax organization or professional servicesTrust & Estate Taxation experience requiredExperience with CCH Tax Products preferred
What We Offer
Competitive Compensation: $130,000 - $150,000 salary Hybrid Work Environment: 2 days remote Opportunities for career advancement and development Benefits: Medical, Dental & Vision Insurance, 501k, Profit Sharing, Flexible PTO, Paid Holidays, Summer Fridays (half day), CPA Exam Reimbursement
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This position is located in Rochester, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
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