Tax Senior Manager - Estate and Gifts
Company: Moss Adams LLP
Location: Pasadena
Posted on: April 30, 2024
Job Description:
Job Description - Tax Senior Manager - Estate and Gifts (26843)
Tax Senior Manager - Estate and Gifts ( Job Number: 26843 )
Employee Status Employee Status : Regular Schedule : Full Time
Primary Location : Pasadena, CA Other Locations : Woodland Hills,
CA, El Segundo, CA Description At Moss Adams, we champion
authenticity. For us, that means fostering a culture of talented
people who care-about you, about our clients, and about our
communities. Here, you'll work towards our mission of empowering
others to embrace opportunity, growing as a leader along the way.
Our firm's size, middle-market clients, customized career paths,
and supportive culture make this a reality. Join a values-driven
firm where you'll have fun while solving complex and interesting
business challenges. Introduction to the team Tax Services' teams
deliver quality tax solutions to public and privately owned
middle-market companies, not-for-profit organizations and high net
worth individuals. Our Private Client Services team focuses on
delivering high value solutions and income, charitable, estate and
gift tax planning strategies to our high net worth clients. -
Individuals who thrive at Moss Adams exhibit the following success
skills - Collaboration, Critical Thinking, Emotional Intelligence,
Executive Presence, Growth Mindset, Intellectual Curiosity, and
Results Focus. Responsibilities:
- Serve as the primary engagement manager with economic
responsibilities for billing, realization, and collections.
- Effectively leverage available technology and other resources
to maximize technical application to project, and holds the
engagement team to the same standard.
- Determine appropriate tax objectives, scope and methodology and
actively participate in decision making with client's management to
understand the broader impact of current decisions and possible
solutions.
- Interact closely with client's other advisors such as attorneys
and financial managers.
- Research and consult on tax matters, primarily in the federal
estate, gift, charitable planning and generation skipping tax
arenas.
- Evaluate skills and develop Managers, Seniors and Staff in
client engagement management and technical expertise in individual,
trust, partnership, corporate, federal, state, local and foreign
tax returns, estimated payments and extensions, and federal and
state tax audits.
- Develop and execute a business development plan which includes
networking, new client development and client expansion activities.
Qualifications:
- Bachelor's degree in accounting or related field required
- Master of Tax or JD/LLM preferred
- Minimum of 7 years of related experience
- Previous experience in a public accounting or law firm
preferred
- CPA or Bar License required
- Minimum of 4 years supervising and training experience
- Subject matter expert in corporate, partnership, individual and
trust and estate taxation required; prior experience in Private
Client working with high net worth individuals and owners of
closely held businesses preferred
- Proven market facing skills required to develop new business
and sustain existing excellent client relationships
- Must have visibility and recognition within your industry
specialization and in your local market
- Proven success managing multiple client engagements
- Excellent written and verbal communication and interpersonal
skills Here, you'll be challenged and rewarded for leadership,
technical excellence, and inspired perspectives. That's why we
offer opportunities to build your skills and explore your career in
a supportive environment. At Moss Adams, where you take your career
is up to you. Moss Adams is an Equal Opportunity Employer. All
qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, national origin,
disability status, protected veteran status, sexual orientation,
gender identity or any other characteristic protected by law. -
Moss Adams complies with federal and state disability laws and
makes reasonable accommodations for applicants and employees with
disabilities. If reasonable accommodation is needed to participate
in the job application or interview process, to perform essential
job functions, and/or to receive other benefits and privileges of
employment, please contact careers@mossadams.com. Some local/state
regulations require employers to disclose the pay range in job
postings. While this is the typical range of pay for the position,
actual pay may vary based on internal equity, knowledge,
experience, skillset, and geographic location among other factors.
It's uncommon for an individual to be hired at the top end of the
pay range. This position may be eligible for an annual
discretionary bonus. For more information about our benefit
offerings and other total rewards, visit our careers page.
Compensation Range : Compensation range for California: $131,000 -
$260,000
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Keywords: Moss Adams LLP, Malibu , Tax Senior Manager - Estate and Gifts, Executive , Pasadena, California
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