Senior Tax Manager - Trust & Estate

Doyle, Schultz & Bhatia PLLC is seeking an experienced, dynamic, team-oriented Senior Tax Manager to join our growing tax practice. In this position, you will be responsible for providing a combination of sophisticated consulting, tax planning, and estate planning. You will also take a lead role in all aspects of tax engagements, supervise/ mentor staff, and build/maintain relationships with clientele.

  • Provide a high-level trust and estate consulting for clients in addition to performing complex research and analyzing tax strategies
  • Preparation and review of complex gift, estate, and fiduciary income tax returns, including related schedules and forms
  • Preparing and reviewing of fiduciary accountings for estates and trusts
  • Provide tax planning and expert consulting to our firm’s high net worth client for estate and individual income taxes
  • Advice high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and related tax matters
  • Identify complex tax issues impacting clients and provide an effective resolution
  • Provide leadership, training, and mentorship to other tax staff, and delegate work assignments to the team
  • Develop and sustain strong relationships with clientele
  • Stay up to date on technology and industry developments and standards while evaluating the potential impact on clients and their families
  • Assist in client proposals and new business development opportunities for the firm
  • Collaborate with firm leadership on growth opportunities with existing clients and prospects
Job Benefits
  • Exact compensation may vary based on skills, experience, and location.

Job Location
Tysons Corner, VA, Tysons Corner, VA, USA
Base Salary
$120,000-$180,000 Per year
Date posted
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Position: Senior Tax Manager - Trust & Estate

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