Tax Manager (Trust & Estate)
Hungerford, Grand Rapids, MI, United States
Hungerford
is a forward-thinking, innovative firm with over 85 years of proud service to West Michigan. We offer expertise in tax, audit, accounting, business advisory, technology, and wealth management, and are deeply committed to diversity, equity, inclusion, and collaboration—within our team, with clients, and throughout the community. Our culture is rooted in excellence, inclusivity, and a shared dedication to client success and employee growth. By exchanging innovative ideas, we help organizations thrive, create new opportunities for our people, and give back in meaningful ways. Through it all, we make sure to have fun. As a locally owned and operated firm, we’re proud to call Grand Rapids, Greenville, Holland, Muskegon, and St. Joseph home.
Role Description This is a full-time, hybrid role for a Tax Manager based in Grand Rapids or any of our West Michigan office locations. This position will assume a strategic role in high level tax oversight, client relationship management, and team development, with a particular emphasis on estate and trust taxation. The primary day-to-day responsibilities may involve; tax planning, tax return review, building and maintaining local business professional network, strategic planning, engagement planning and oversight, quality control review, and mentoring and training staff.
Requirements
Bachelor’s degree in Accounting
Active CPA license
5+ years of related public accounting tax experience
3+ years of expertise in estate, gift, and trust tax planning and compliance
Qualifications
Proficient technical tax knowledge
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
Able to adapt to multiple businesses/industries
Prefers a fast-paced, hands-on work environment, able to handle stress and deadlines
Embraces technology and uses it to improve processes
#J-18808-Ljbffr
is a forward-thinking, innovative firm with over 85 years of proud service to West Michigan. We offer expertise in tax, audit, accounting, business advisory, technology, and wealth management, and are deeply committed to diversity, equity, inclusion, and collaboration—within our team, with clients, and throughout the community. Our culture is rooted in excellence, inclusivity, and a shared dedication to client success and employee growth. By exchanging innovative ideas, we help organizations thrive, create new opportunities for our people, and give back in meaningful ways. Through it all, we make sure to have fun. As a locally owned and operated firm, we’re proud to call Grand Rapids, Greenville, Holland, Muskegon, and St. Joseph home.
Role Description This is a full-time, hybrid role for a Tax Manager based in Grand Rapids or any of our West Michigan office locations. This position will assume a strategic role in high level tax oversight, client relationship management, and team development, with a particular emphasis on estate and trust taxation. The primary day-to-day responsibilities may involve; tax planning, tax return review, building and maintaining local business professional network, strategic planning, engagement planning and oversight, quality control review, and mentoring and training staff.
Requirements
Bachelor’s degree in Accounting
Active CPA license
5+ years of related public accounting tax experience
3+ years of expertise in estate, gift, and trust tax planning and compliance
Qualifications
Proficient technical tax knowledge
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
Able to adapt to multiple businesses/industries
Prefers a fast-paced, hands-on work environment, able to handle stress and deadlines
Embraces technology and uses it to improve processes
#J-18808-Ljbffr