Tax Senior Manager – Estate and Gifts
Description
Why Moss Adams? Moss Adams brings more West to business. At Moss Adams, we’re excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper. We provide the world’s most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity.
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.
Primary Location Los Angeles, CA
Other Locations Manhattan Beach, CA, Woodland Hills, CA
Employee Status: Regular
Schedule: Full Time
Req ID: 21631
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