What are the responsibilities and job description for the Estate Planning Manager position at APRIO LLP?
Job Details
Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio, LLP is a progressive, fast-growing firm looking for an Estate Planning Manager to join their dynamic team.
Work with a top 25 CPA-led advisory firm that is passionate for what’s next. With more than 1,000 team members in 47 states, Aprio is headquartered in Atlanta, GA with offices in many areas such as Birmingham, Charlotte, New Jersey, New York, San Francisco, and Nashville.. Come serve national and international clients in over 40 countries with team members that speak more than 30 languages. At Aprio, you’ll discover a culture grounded in 31 fundamental behaviors that guide our interactions with each other and our clients every day. We are proud to have been honored as a “Best Place to Work” since 2016 (anything more recent?) and have the highest ranking on Glassdoor among the top 50 public accounting firms.
This position will involve meeting with clients to address their goals and objectives for family and business estate planning. Candidate will be required to prepare strategic estate plans and illustrations of the plan that can be presented to the client and client’s attorney. This position will involve working closely with Aprio tax partners and associates to manage the estate planning process and client deliverables.
Position responsibilities:
- Provide exceptional client service
- Develop and implement strategies to reduce clients’ estate tax exposure
- Listen to clients and assist them in designing estate plan that captures their intentions
- Prepare or review estate and trust income tax returns, gift and estate tax returns, as well as high net worth income tax returns
- Work closely with clients to provide tax planning, consulting and compliance services
- Manage, develop, train, and mentor staff
- Work with partners on delivering innovative tax planning strategies
Qualifications:
- Either a Bachelor's degree in Accounting, Finance, or related specialty
- Or a Masters degree in Taxation or JD (preferred but not required)
- 5 years of Recent experience working in a public accounting firm, law firm, or financial services firm.
- Experience in 1041s, 709s, 706s and summarizing complex trust and estate documents
- Exceptional verbal and written communication skills
- Computer expertise including knowledge of tax software and technology
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account
- 401k with Profit Sharing
- Discretionary Time Off structure
- Parental Leave coverage for both spouses
- Summer Hours/Flextime
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Dress your Day jeans casual to business professional depending on your day
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
Whats in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for whats next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
