Tax Manager - Remote

Overview

As a Tax Manager at Lucas Horsfall, you will lead and manage all phases of estate and trust tax advisory and compliance engagements, ensuring quality work and excellent customer relations.

In Short

• Lead and manage estate and trust tax engagements.
• Perform technical reviews of tax returns.
• Act as primary client point of contact.
• Coach and mentor staff.
• Identify opportunities for value-added services.
• Conduct tax research and ensure compliance.
• Prepare and review client bills.
• Support partner team in strategy development.
• Manage expectations regarding project deliverables.
• Resolve complex tax-technical issues.

Requirements

• Bachelor's degree in accounting, finance, or related field.
• CPA certification.
• 5+ years of experience with forms 706, 709, and 1041.
• Excellent project management and analytical skills.
• Self-motivated with strong multitasking abilities.
• Desire for career advancement and firm ownership.

Benefits

• Flexible PTO.
• 401(k) Matching.
• Discretionary Bonus.
• Commitment to Professional Development.
• Meaningful work that makes a difference.