Senior Manager – Tax, Trust and Estate

TITLE Senior Manager – Tax, Trust and Estate

LOCATION Grand Rapids, Michigan

STATUS Full-time

CAREER PATH Partner Track

TECHNICAL QUALIFICATIONS

  • Bachelor’s degree in Accounting at a minimum
  • Active CPA license
  • Minimum 10 years of related public accounting experience in high net worth tax practice and trust/est

FIRM DESCRIPTION

Hungerford Nichols is a dynamic public accounting and advisory firm that thrives on innovation- this is where good ideas add up! We’re large enough to offer specialized opportunities for professional growth, yet small enough where you won’t get lost in the shuffle. We are West Michigan focused with offices in Grand Rapids, Greenville, St. Joseph, and Muskegon. We work hard to deliver the uniqueness and quality that we promise– all the while having fun doing it! Our employees are rewarded and recognized for their investment. We offer competitive benefits along with a top-performing, supportive team environment.

SUMMARY

As a key member of our team, the position will assume a strategic role in overseeing and leading the firm’s trust and estate area as well as managing the relationships with many tax clients. They will serve clients from all offices, but focused in the Greater Grand Rapids area. The primary day-to-day responsibilities may involve; estate, gift and trust tax, preparation and review of partnership, corporation, S corporation, and individual income tax returns, business development, strategic planning, engagement planning, and mentoring and training staff. This includes a keen ability to engage clients in a professional manner, a strong aptitude in both written and verbal skills, and team development.

 IDEAL SKILL SET

  • Must enjoy “taking care” of their clients
  • Proven time and project management skills, able to effectively manage client relationships and workload
  • Professional and personable
  • Practices a high level of inclusion and collaboration skills
  • Pays close attention to detail
  • Able to adapt to multiple businesses/industries
  • Prefers a fast-paced, hands-on work environment, able to handle stress and deadlines
  • Technical Skills:
    • Strong Microsoft Office proficiency (Excel, Word, etc.)
    • ProSystems fx and/or other tax software experience
    • Familiar with compliance and research software