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YHBPosted 1 month ago

Tax Manager - Trust & Estate

$104,720–$157,080 year

HybridRichmond, Virginia, United States or Owings Mills, Maryland, United States

Full TimeSenior LevelMedium

Job Summary

Coordinate and manage tax engagements for clients, ensuring timely completion, budget adherence, and high-quality review of workpapers. Serve as a trusted advisor by identifying potential issues, applying GAAP and tax regulations, and proposing solutions for complex client matters. Mentor Associates and Supervisors by providing on-the-job training, evaluating performance, and guiding personal development plans. Manage multiple client profiles and firm responsibilities while maintaining clear communication with leadership and expanding professional networks.

Required Qualifications

  • Bachelor's degree in accounting or relevant field
  • CPA Certification preferred
  • Possesses a high level of integrity and ability to respect confidentiality
  • Effective verbal and written communication skills
  • Ability to handle multiple tasks simultaneously
  • Knowledgeable of firm policies and procedures
  • Enthusiastic and self-motivated
  • Demonstrated time and work management skills necessary to manage a complex workload

Desired Qualifications

  • CPA Certification preferred

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