Manager – Transfer Tax Technical Research and Compliance - Remote

Overview

The Manager – Transfer Tax Technical Research and Compliance serves as a subject matter expert on federal and state transfer tax matters, overseeing the technical accuracy, quality, and efficiency of complex transfer tax return engagements while providing in-depth research and guidance on sophisticated estate planning strategies.

In Short

• Open to onsite, hybrid, or remote working arrangements.
• Conduct comprehensive technical research on federal and state transfer tax issues.
• Prepare written analyses and planning recommendations for tax matters.
• Review and interpret legal documents related to estate tax compliance.
• Oversee the preparation and filing of estate and gift tax returns.
• Provide technical guidance and proactive recommendations.
• Mentor and train staff in estate and trust compliance.
• Monitor changes in estate and trust tax law.
• Collaborate with accounting and wealth solutions teams.
• Ideal for experienced tax professionals with a passion for research.

Requirements

• Bachelor’s Degree in accounting or related field required.
• 5+ years of experience in tax law, especially in transfer tax.
• Licensed CPA preferred.
• Strong technology skills.
• Ability to manage multiple projects and meet deadlines.
• Excellent written and verbal communication skills.
• Team player with innovative thinking.

Benefits

• Health, dental, and vision insurance.
• Employer funded profit-sharing plan with 401(k) option.
• Group term life and disability insurance.
• Flexible spending accounts.
• Flexible time off and paid leave program.