Trust Specialist jobs in Detroit, MI

PKF San Diego, a full-service CPA firm with 45 employees, is seeking to fill the position for a Senior Tax Manager to join our growing team. This experienced individual will have the opportunity to participate in all aspects of our engagements, but mainly focused on estate, gift and trusts, including return preparation, client representation in IRS examinations, in addition to managing various projects. You must be able to handle multiple engagements profitably as well as having advanced technical skills necessary for affluent clients. This is a great opportunity for someone looking to work with a tight-knit team and contribute to the growth and success of our firm.

 

The SENIOR TAX MANAGER is responsible for advising clients on the tax implications of their business goals, in addition to evaluating and selecting strategies to reduce tax liability and compliance costs. This role involves identifying various methods for adhering to tax regulations while serving as the primary contact for clients regarding complex tax matters. The Senior Tax Manager applies expertise to recognize potential tax issues and communicates any associated risks, as well as changes in tax policy. This is an ideal fit for an experienced and highly knowledgeable leader looking to bring their skills to a supportive environment who care about professional development and work-life balance.

PKF San Diego, LLP is a full-service, public accounting firm, providing audit, tax, and consulting services to our clients. We are located in the Mission Valley area of San Diego and service companies throughout Southern California. We are a friendly, tight-knit team led by partners with decades of experience who work closely with our clients and employees. We prize our ability to build relationships with our clients, add value to their companies, and develop our team members. We are proud to be a recipient of a 2024 Best Places to Work distinction from the San Diego Business Journal, our 2^nd in consecutive years.