Job details
$80,000 – $120,000 a year

Job Type

Bachelor’s (Preferred)

Tax: 1 year (Preferred)

CPA (Preferred)

Pulled from the full job description
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Full Job Description
The Tax Manager – Trusts, Estates and Gift Specialist can be either part-time or full-time and this position can also be fully remote or hybrid work.

RKL is a leading advisory firm focused on delivering next-level solutions to help organizations and their leaders move forward to succeed. RKL’s tax professionals keep a constant pulse on industry developments and the regulatory environment from a local, state, national and global perspective to deliver tax compliance and strategy solutions that work for organizations.


Manage the delivery of a full range of tax services and advise companies and individuals on tax implications of their operations
Work closely with partners, managers and staff to integrate practice development strategies into a team approach to client service and new business development
Lead a team responsible for reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients
Manage tax related projects and review of fiduciary income tax returns, estate income tax returns and gift tax returns
Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities
Understand the scope of the engagement and provide input on client retention and fee structure
Answer client calls and emails in a timely manner and with a solution-oriented approach
Produce and review tax documents in a timely manner
Ensure client deliverables are met within expectations and set deadlines
Identify and introduce other firm services based on client needs and discovered opportunities
Supervise Associates and Interns on engagements and provide guidance on an ongoing basis
Provide Associates with client engagement opportunities for development
Participate in business development and community activities to help identify and research opportunities on new and existing clients
Keep up to date with local and national business and economic issues
Participate in continuous learning activities and active research to improve and develop own and others’ technical expertise; apply learned concepts
Collaborate with leader to identify opportunities for efficiencies and proactive engagement management
Education, Experience and Certifications

Bachelor’s degree in Accounting
CPA certification required
5+ years’ relevant work and industry experience
Expert knowledge in individual, trust, estate and gift
Prior experience in coaching and training entry-level accounting professionals required
Demonstrated ability to think strategically and execute, based on firm focus and future of the tax service line
Working knowledge of Microsoft Office suite products and technologically-savvy
Self-motivated and willingness to enhance accounting and advisory knowledge
Excellent attention to detail with the ability to manage multiple projects
Job Types: Full-time, Part-time

Pay: $80,000.00 – $120,000.00 per year


Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Work from home
Supplemental Pay:

Bonus pay

Bachelor’s (Preferred)

Tax: 1 year (Preferred)
Trust, Estate & Gift accounting: 1 year (Preferred)

CPA (Preferred)
Work Location: Remote



Job Overview
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