Estate & Trust Manager

Brown Edwards is seeking an Estate & Trust Manager to support our growing firm. This position is open to any of our 11 office locations. 

Position Summary:
The Trust & Estates Manager will primarily focus on trust, estate, gift, private foundation, and personal tax compliance for high net-worth clients. The Manager simultaneously conducts multiple engagements, maintaining contact with clients. The Manager displays technical and communication skills, and judgement essential for dealing with clients. Managers work in a specific or unique area of the Firm, with focused technical expertise.

Responsibilities
Specific duties may include, but are not limited to, the following:

• Applies tax knowledge to the preparation and review of individual, trust, estate, gift, and private foundation tax returns.

• Works effectively in analyzing estate and trust documents and gathering data from the clients and other third parties.

• Reviews inventories and accountings, and understands and manages the probate process.

• Directs engagements, which includes the timeline, budget, and schedule required.

• Reviews workpapers related to engagements in this area and supervises other staff in this area.

• Assures compliance with federal, state, and local laws and regulations.

• Performs specialized research and planning according to the current laws.

• Assists in creating processes, checklists, and tools to increase efficiency and consistency in estate and trust engagements across the firm.

• Able to communicate with and work through IRS controversies that may arise.

• Works with all office locations, as needed, as a firm resources in the trust and estate area.

• May be responsible for several jobs at one time.

Position Requirements:

• Bachelor’s degree in Accounting.

• 5+ years of experience in public accounting.

• CPA license strongly preferred.

• Intermediate to advanced level Microsoft Office Suite experience.

• Experience with CCH ProSystem Tax, CCH Engagement, and/or FPS/One Source 706 Estate Tax Software preferred.

• Experience with preparation and/or review of high-net-worth individual, estate, trust, gift, and private foundation tax returns required.

• Experience with and an understanding of the taxation of closely held businesses and pass-through entities is preferred.

• Strong communication, organizational, and analytical skills.

• Highly motivated.

• Willing to stay up to date through continuing education and continuous reading of professional journals.

• Ability to interact well with clients.

• Involved in community/business associations.

What can WE offer YOU?

• Competitive Compensation
• Medical & Dental
• 401(k) Retirement Plan with employer match
• Profit Sharing Plan
• Challenging Projects and Tasks
• Career Progression Opportunities

Core Values
Quality • Integrity • Professionalism • Enthusiasm • Innovation

EEO