Tax Senior Manager - Estate and Gifts

　　Description

　　At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

　　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

　　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.

　　Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

　　Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

　　#LI-KS1

　　Compensation Range (Denver Market ONLY): Compensation range for California: $131,000 - $260,000

　　Primary Location Orange County, CA

　　Employee Status: Regular

　　Schedule: Full Time

　　Req ID: 26432