Tax Manager Estate Gift and Trust

Profile

Tax Manager – Estate, Gift and Trust

The candidate will take over from practice partner the day-to-day management of firm’s largest trust account, comprising more than 300 returns annually. Will develop and mentor staff to permit increased delegation of duties. Run various estate and gift tax engagements as needed. Develop relationships with and earn sufficient respect from staff, peers, senior managers and partners to warrant promotion to partner. Gain sufficient expertise within EGT practice to become technical expert. Demonstrate sufficient success in business development with new and existing clients to justify admission into partnership. Develop community and professional relationships through participation/leadership in civic organizations and professional associations.

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Company info

Windes, Inc.
Eileen Harris
Landmark Square 111 West Ocean Blvd., Twenty-Second Floor
Long Beach
California
United States 90802
Website : http://www.windes.com