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Job description
What's the role?
Estate, Gift & Trust Tax Managers are a key part of the business tax team responsible for managing client relationships while providing specialized planning and compliance services related to wealth transfer and fiduciary taxation. This includes:
nnPreparing and reviewing estate, gift, and fiduciary income tax returns.
nAdvising individuals, families, and business owners on wealth transfer strategies.
nAssisting with trust administration and tax compliance requirements.
nCollaborating with attorneys, financial advisors, and client service professionals.
nBuilding new and strengthening existing client relationships while understanding long-term family and business goals.
nCommunicating and meeting with clients as requested; providing recommendations to assist clients with estate and trust planning opportunities.
n What experience and skills do I need to be successful?
nn5+ years in a similar role within a public accounting firm.
nBachelor's Degree in Accounting highly desired or equivalent work experience.
nCPA certification highly desired or ability to attain.
n nGreat Perks and Benefits:
nSome major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:
nnOnsite, hybrid, or remote work arrangements. Remote work allowed.
nRelocation packages including ability to work remotely during transition to area.
nCompetitive medical, dental, and vision insurance plans.
nFSA/HSA account options.
nPaid Time Off (PTO).
n401k employer matching program to save for retirement.
nTuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
nSupplemental insurance options for life, AD&D, STD, LTD, and critical illness.
nBonuses for helping with business development leads.
nIncredible potential for upward mobility and career growth.
n nWhat will my schedule look like?
nAt MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members!
nSo how can I be considered for these opportunities?
nFirst step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.
nWhat else are you hiring for?
nSee all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn.
nMore about the MBE Affiliate Group:
nMBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Worksite address
baraboo, WI, 53913, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.