Tax, Senior Manager or Manager -Estate & Trust

Description

Tax, Senior Manager or Manager- Estate & Trust

Portland, OR 

Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries.

We are seeking a Tax Senior Manager or Manager (depending on experience) for our Estate & Trust team. This role will assist clients firm wide in identifying, developing, and implementing estate, gift & trust tax planning strategies designed to minimize transfer taxes, and maximize wealth accumulation and equitable asset distribution to heirs. You’ll help business leaders look around corners, go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won’t be limited at Geffen Mesher. We’ll encourage you to explore diverse opportunities to find your focus and thrive in your chosen career. 

Requirements

What you’ll be doing

• Analyze estate planning documents including wills, codicils, and trust instruments.
• Prepare and review gift tax returns, especially related to the formation of insurance trusts, marital trusts, charitable lead trusts, and charitable remainder trusts.
• Preparation of fiduciary accounting.
• Client management and liaison with estate attorneys.
• Engage in special projects related to client matters involving tax accounting, consulting, and research.
• Plan, supervise and complete complex engagements.
• Strong aptitude for providing superior client service and ability to maintain quality client relationships.
• Possess technical knowledge sufficient to supervise staff and senior accountants on multiple engagements simultaneously and evaluate their progress.
• Keep abreast of tax changes and issues that could affect our clients.
• Work jointly in work groups and with team members to share knowledge and contribute effectively to complete tasks, develop ideas and processes across organizational boundaries.
• Adhere to the core values and standards of the organization.

What makes you a fit

• Bachelor's degree in business, accounting or a similar discipline.
• Five or more years' fiduciary preparation experience, preferably with a certified public accounting firm.
• Certified Public Accountant (CPA) or in the process of becoming one.
• Strong background in working with high-net worth individuals, family organizations, and closely held entities in the estate, trust, and gift tax arena.  
• Strong written and verbal communication skills.
• Proficient in MS Office technology suite. 

Experience Requirements

• Tax Manager: 5+ years with the above experience
• Tax Senior Manager: 7+ years with the above experience 

Why you should join our team

Shameless plug(s): we are in the top 1% of CPA firms in the U.S. We are also consistently ranked among the Most Admired Companies by the Portland Business Journal.

Culture: Just like we believe in fostering strong, lasting partnerships with our clients, we do the same for our team members. We are a mid-sized firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager.

We value our people and strive to create a supportive, inclusive culture: Diversity Equity Inclusion (DEI) Committee, Women’s Leadership Initiative (WLI), Working Moms Group, Advisor Program, and Leadership Development Program (LDP).

We give back to our communities. Today, our team supports more than 80 charitable organizations by serving on boards of directors, making charitable donations, and volunteering our time. In addition to our extensive organizational involvement, we close our office for one day each year and volunteer directly in the community.

Did you say “busy season”? Since this is public accounting, you can expect t