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Tax Manager, Trust and Estate
Wipfli
Reviewing current estate plans and researching complex estate matters to best fit each individual client's needs.
17d ago
$111,000 - $166,000
Experienced (8-12 years), Intermediate (4-7 years)
Full Time
Denver, CO
Hybrid
Company Size
2,600 Employees
Service Specialisms
Accounting Services
Audit & Assurance
Consulting
Cybersecurity
Financial Services
Forensic Accounting
Healthcare
Human Resources
Sector Specialisms
Nonprofits
Associations
Role
What you would be doing
bloomberg bna
client response
project management
process development
written deliverables
excel calculations
- Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/estate tax matters.
- Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner.
- Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines.
- Participate in developing standardized approaches and methodologies for improving the quality and time‐to‐delivery of estate plan solutions.
- Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters.
- Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems.
What you bring
cpa certification
bachelor’s degree
trust language
wealth transfer
trusteeship experience
income tax
- Ability to quickly become proficient or experience in drafting written correspondence explaining estate plans derived from legal documents
- Ability to quickly become proficient or experience with charting estate plans derived from legal documents
- Experience and knowledge of comprehending trust agreement language
- Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
- CPA certification required in the respective state in which they are practicing
- 5+ years of experience working with individuals, fiduciary, estate and gift compliance
- Knowledge and understanding of wealth transfer planning vehicles
- Experience and knowledge of income tax and estate value impact of various trust vehicles including:
- Grantor Retained Annuity trusts
- Charitable remainder and lead trusts
- Qualified Personal Residence Trust
- Spousal lifetime access trusts
Information not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearance- criminal background checks may be conducted as a part of hiring process.
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Company
Overview
Since 1930
Year Established
The company has been operational since its establishment in 1930.
- Focus on driving growth and efficiency in healthcare, financial services, and manufacturing.
- Consultants and advisors provide tailored solutions with deep industry knowledge.
- Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges.
- Consistently recognized for high-quality results and long-term client relationships.
- Optimize strategies, technology, and people for sustainable success.
- We care deeply about our people.
- We lead with integrity.
- We put our clients first.
- We are focused on results.
- We work together as one team.
- We challenge the status quo.
- We are passionate about growth and development.
2030
Net-Zero Goal
Aim to achieve net-zero carbon emissions by this year through comprehensive sustainability efforts.
- Integrate sustainability efforts into daily operations to achieve energy efficiency, waste reduction, and lower carbon footprint.
- Focus on reducing environmental impact through technology, collaboration, and innovation.
- Provide sustainable solutions to clients that align with both environmental and business objectives.
- We aim for a workforce that represents diverse backgrounds, perspectives, and experiences.
- We are committed to creating an inclusive workplace that fosters collaboration and respect.
- We are focused on empowering women in leadership positions and increasing gender diversity at all levels.
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