Website Stemta Corporation

Manager High Net Worth Tax

Firm specializing in high net worth individuals, trusts, and estates is looking to add a Senior Tax Associate to their team.  This is a unique opportunity to join a high profile firm. Excellent work environment, location, and benefits are included. The Manager will work predominately with trust and estate clients, as well as high net worth individuals.


Prepare federal and state tax returns for individuals

Prepare and review complex gift, estate and fiduciary income tax returns

Work with client personnel to reconcile account differences and analyze financial data

Assist with tax planning and consulting to high net worth clients for estate and individual income taxes

Organize work effectively to meet deadlines and take ownership of projects and actions

Research estate, gift and trust related issues, such as trustee and beneficiary issues

Research and analyze complex tax issues

Proactively communicate with clients and staff to build trust and to grow the firm business



4 or more years recent public accounting experience

Experience with complex 1040’s, 1041’s, 1120’s, and 1065’s required

Trust and Estate Planning a strong plus

CPA with active license Required



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