Tax Manager – Estate and Trust Specialist in West Des Moines, Iowa at MERIWETHER WILSON AND COMPANY PLLC

About the Firm

Meriwether, Wilson and Company, PLLC is an Iowa based firm with offices in West Des Moines and Perry. Meriwether, Wilson and Company, PLLC is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. We have proudly served a wide range of clients throughout the Midwest for more than seventy-five years.

Job Summary

We are seeking a highly experienced and motivated Tax Manager with a specialization in estate and trust work. The ideal candidate will have at least five years of experience in a public accounting firm or law firm environment, with a strong background in managing complex estate and trust tax matters. This position requires excellent technical skills, leadership abilities, and a commitment to providing top-tier client service.

Key Responsibilities

• Manage Estate and Trust Tax Engagements: Oversee the preparation and review of federal and state tax returns for estates, trusts, and high-net-worth individuals.
• Tax Planning and Advisory: Provide tax planning strategies and advisory services to clients, addressing estate, gift, and trust matters, including charitable giving and wealth transfer strategies.
• Technical Research and Compliance: Stay current on tax law changes related to estate and trust matters and ensure compliance with all federal and state regulations.
• Client Relationships: Build and maintain strong client relationships, providing exceptional service and serving as a trusted advisor.
• Staff Supervision and Mentorship: Lead and mentor junior staff, providing guidance and support on technical issues and professional development.
• Business Development: Assist in expanding the firm's client base by identifying opportunities for additional services and participating in business development initiatives.
• Manage and coordinate audits and correspondences with taxing agencies.

Qualifications

• Experience: Minimum of 5 years of experience in estate and trust taxation, preferably in a large public accounting firm or law firm.
• Education: Bachelor's degree in Accounting, Finance, or related field. Master's in Taxation or JD/LL.M. in Taxation preferred.
• Certifications: CPA or JD required; additional certifications such as CFP or AEP are a plus.
• Technical Skills: Strong knowledge of estate, gift, and trust tax laws, including Form 1041, Form 706, Form 709, and other related filings.
• Leadership Abilities: Experience in managing client engagements and mentoring staff.
• Client Service Orientation: Excellent communication and interpersonal skills, with a commitment to delivering high-quality service.
• Attention to Detail: Strong analytical and problem-solving skills, with the ability to handle complex tax issues.
• Professional Growth: Driven to grow professionally and within the firm.

Benefits

• Competitive Salary: Commensurate with experience.
• Comprehensive Benefits Package: Health, dental, and vision insurance, retirement plan, paid time off, STD & LTD and continuing education support.
• Professional Development: Opportunities for career advancement, training, and mentorship.
• Flexible Work Environment: Cloud based software allows for flexible schedule and ability to work remotely when schedule dictates
• Work-Life Balance: Steady workflow year-round eliminates the need for dreaded 60+ hour busy season.