Trust Tax Assistant Manager/ Manager Job at BDO UK LLP (Birmingham)

Tax Manager, Trust and Estate Planning

Work with a nationally ranked CPA and advisory firm that is passionate for what'...

Location

United States , Fairfield; Atlanta; Austin; Bellevue; Boston; Charlotte; Chicago; Dallas; Fort Lauderdale; Hackensack; Hoboken; Houston; Minneapolis; New York; Rockville

Salary:

98500.00 - 160000.00 USD / Year

Aprio

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, or related specialty
Masters degree in Taxation or JD, required
Attorney candidates preferably licensed in state of NY, but others will be considered
5+ years of recent experience working in a public accounting firm, law firm, or financial services firm
Experience in 1041s, 709s, 706s and summarizing complex trust and estate documents
Exceptional verbal and written communication skills
Computer expertise including knowledge of tax software and technology

Job Responsibility

Provide exceptional client service
Develop and implement strategies to reduce clients’ estate tax exposure
Listen to clients and assist them in designing estate plan that captures their intentions
Prepare or review estate and trust income tax returns, gift and estate tax returns
Work closely with clients to provide tax planning, consulting and compliance services
Manage, develop, train, and mentor staff
Work with partners on delivering innovative tax planning strategies

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Us / uk tax assistant manager

Butler Rose Public Practice is delighted to be recruiting a US / UK Tax Assistan...

Location

United Kingdom , Central London

Salary:

50000.00 - 55000.00 GBP / Year

Butler Rose

Expiration Date

Until further notice

Requirements

CTA, ATT, EA or equivalent qualification
Experience advising US-connected individuals or transatlantic businesses
Strong technical foundation with a client-focused mindset

Job Responsibility

Support the delivery of high-quality US and UK tax advice for UK-resident Americans and non-US individuals with US tax exposure
Assist Partners and Directors on complex advisory matters for US-connected private clients
Advise entrepreneurs and internationally mobile clients across the full business and personal tax lifecycle
Build trusted client relationships through a proactive, commercial and collaborative approach

What we offer

Flexible working
Exposure to high-profile international clients
Opportunities to develop your career in a supportive and people-led environment
Involvement in community initiatives, secondments and wider impact projects

Fulltime

Tax Senior Or Tax Manager – Family Office

Location

United States , Rockville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in high-net-worth individual tax required
Strong exposure to estate and trust tax
Some understanding of partnership tax
Ability to move comfortably between detailed compliance work and higher-level planning support
Strong writing skills, including drafting memos and professional communications
Highly organized, proactive, and responsive with strong follow-through
A collaborative mindset and willingness to step in where needed
Public accounting, family office, or private client tax experience is highly valued

Job Responsibility

Partner closely with senior leadership on a wide range of tax matters
Support high-net-worth individual tax compliance, analysis, and planning
Assist with estate and trust tax matters
Contribute to partnership tax work
Serve as a flexible tax generalist handling lower-level compliance work while also supporting broader tax initiatives
Prepare tax calculations and projections
Assist with tax analysis and planning projects
Draft clear, professional tax memos, correspondence, and emails
Track action items and manage follow-ups to ensure timely execution
Potentially assist with private equity tax compliance matters

What we offer

Competitive compensation and benefits
Free online training
Benefits available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Ability to enroll in company 401(k) plan for hired contract/temporary professionals

New

Legal Assistant - Tax, Trusts & Estates

A mid-sized law firm headquartered in Parsippany, NJ, is seeking a detail-orient...

Location

United States , Parsippany

Salary:

Not provided

Porzio, Bromberg & Newman, P.C.

Expiration Date

Until further notice

Requirements

Minimum experience of two years as a legal assistant or equivalent
Skilled at managing complex schedules and coordinating team needs
Proficient in electronic document organization and retrieval
Familiar with legal administrative tasks such as intake, conflict checks
state and federal court and administrative agency rules, procedures and deadlines
Experience with billing procedures and software
Able to address administrative challenges and suggest improvements
Comfortable with Microsoft Office Suite, Outlook, CRM tools, and ideally AI tools
Experience with electronic filing and workflow systems for optimal efficiency.

Job Responsibility

Manage attorney schedules and coordinate client meetings
Oversee the client intake process, including communications, conflict checks, and internal file setup
Handle incoming and outgoing correspondence with professionalism
Maintain and organize client files and documents, ensuring efficient record management
Assist with billing and invoicing processes
Provide general administrative support to the legal team
Handle client inquiries and provide excellent customer service
Utilize and maintain efficient office systems and processes.

What we offer

Medical, Dental, and Vision insurance
401(k) retirement plan with employer matching
Individual and Dependent Life Insurance
Short- and Long-Term Disability
Paid Time Off
Paid Holidays
Employee Assistance Programs

Fulltime

Tax Manager - Public

We are looking for an experienced Public Tax Accountant to join a well-establish...

Location

United States , White Plains

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CPA designation required, or partial completion of the CPA exam with a commitment to finish the remaining sections
At least 3 years of public accounting experience, with a strong concentration in tax work
Demonstrated background preparing and reviewing individual and corporate tax returns, including C corporation filings
Working knowledge of bookkeeping, financial statement preparation, and related accounting services within a public accounting setting
Ability to manage multiple client engagements simultaneously while meeting deadlines in a fast-paced environment
Strong communication and relationship-management skills, with the ability to work effectively with clients, staff, and firm leadership
Proven career stability and interest in long-term growth within a smaller firm environment

Job Responsibility

Manage a diverse portfolio of tax engagements for individual and corporate clients, ensuring accuracy, timeliness, and compliance with applicable regulations
Prepare and review complex tax filings, including individual, corporate, and C corporation returns, while resolving technical tax issues as they arise
Oversee bookkeeping and accounting-related deliverables that support tax reporting and financial statement preparation
Review compiled financial information and assist with the preparation of financial statements for client accounts
Serve as a trusted point of contact for clients by answering questions, providing guidance, and maintaining strong working relationships
Support partners with workflow management, staff oversight, and quality control across tax and related client service engagements
Contribute to the ongoing development of the practice by identifying client needs, recommending additional services, and supporting business growth efforts
Prepare for increased leadership responsibilities over time as part of a long-term succession planning strategy within the firm

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Fulltime

Equity Reward & Venture Capital Assistant Manager

At Cooper Parry, we’re shaking up the tax world, challenging the norm, and deliv...

Location

United Kingdom , City of London, London

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Strong valuations experience within equity reward and incentives
A technical expert who thrives on solving complex tax challenges
A relationship-builder who can turn tax knowledge into commercial impact
Someone eager to step up, own their progression, and redefine what great advisory looks like

Job Responsibility

Valuations Expertise – Lead on valuations for EMI, CSOP, Growth Shares, and other incentive schemes, ensuring businesses are tax-efficient and compliant. This will include modelling work
Strategic Advisory – Work closely with clients to design, implement, and optimize equity reward structures, aligning them with business objectives
Technical Excellence – Navigate the complexities of tax, legal, and accounting rules, ensuring seamless processes and risk mitigation
Venture Capital Schemes – dive deep into schemes like SEIS, EIS & VCT – supporting our clients navigate the challenges of them as they grow
Client Leadership – Be the trusted equity and reward specialist, advising businesses and entrepreneurs on the best tax-efficient strategies
Collaboration & Growth – Work across Tax, Corporate Finance, and Legal teams, refining methodologies and helping businesses attract and retain top talent

What we offer

A flexible approach to work - balancing working from home, in office or with clients
A generous holiday entitlement
An enhanced parental leave policy
An enhanced pension scheme
No dress code – just "wear something!"
A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
Volunteering opportunities to work closer with local communities and charities
Cooper Parry social/sports clubs

Fulltime

Senior Tax Manager

We are looking for an experienced Senior Tax Manager to join a public accounting...

Location

United States , Dallas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting required
advanced tax education such as a Master's in Taxation is preferred
Active CPA license in Texas or Enrolled Agent designation required
At least 7 years of progressive tax experience within public accounting
Demonstrated background managing complex tax engagements and leading or supervising team members
Strong technical knowledge of federal and multi-state taxation, including corporate and individual compliance matters
Experience with tax software such as CCH ProSystem fx or CCH Axcess for compliance and review work
Advanced tax research, technical writing, and analytical problem-solving skills
Excellent communication, client management, organization, and project leadership abilities

Job Responsibility

Lead the preparation and final review of sophisticated federal and state tax filings for corporations, partnerships, trusts, estates, high-net-worth individuals, and businesses operating across multiple jurisdictions
Oversee tax compliance activities to ensure filings align with applicable federal, state, and local regulations and industry standards
Conduct in-depth tax research, evaluate complex issues, and recommend practical solutions for client-specific matters
Manage income tax provision work and support ASC 740-related analysis, documentation, and review
Create forward-looking tax strategies that help clients improve efficiency, reduce exposure, and align with broader business goals
Advise clients on organizational structure, transaction planning, mergers and acquisitions, and succession-related tax considerations
Provide guidance on federal tax matters as well as state-specific issues, including opportunities for savings and approaches to risk reduction
Build strong client partnerships, contribute to proposals and networking efforts, and identify additional service opportunities across the firm
Supervise tax team members, review workpapers, deliver coaching and performance feedback, and assist with staff development, hiring, and onboarding
Monitor engagement economics by managing budgets, billing, and realization to support quality delivery and profitability

What we offer

Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
401(k) plan
Free online training
Access to top jobs
Competitive compensation

Fulltime

Senior Tax Manager

We are looking for an experienced Senior Tax Manager to join a public accounting...

Location

United States , Dallas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting required
advanced tax education such as a Master's in Taxation is preferred
Active CPA license in Texas or Enrolled Agent designation required
At least 7 years of progressive tax experience within public accounting
Demonstrated background managing complex tax engagements and leading or supervising team members
Strong technical knowledge of federal and multi-state taxation, including corporate and individual compliance matters
Experience with tax software such as CCH ProSystem fx or CCH Axcess for compliance and review work
Advanced tax research, technical writing, and analytical problem-solving skills
Excellent communication, client management, organization, and project leadership abilities

Job Responsibility

Lead the preparation and final review of sophisticated federal and state tax filings for corporations, partnerships, trusts, estates, high-net-worth individuals, and businesses operating across multiple jurisdictions
Oversee tax compliance activities to ensure filings align with applicable federal, state, and local regulations and industry standards
Conduct in-depth tax research, evaluate complex issues, and recommend practical solutions for client-specific matters
Manage income tax provision work and support ASC 740-related analysis, documentation, and review
Create forward-looking tax strategies that help clients improve efficiency, reduce exposure, and align with broader business goals
Advise clients on organizational structure, transaction planning, mergers and acquisitions, and succession-related tax considerations
Provide guidance on federal tax matters as well as state-specific issues, including opportunities for savings and approaches to risk reduction
Build strong client partnerships, contribute to proposals and networking efforts, and identify additional service opportunities across the firm
Supervise tax team members, review workpapers, deliver coaching and performance feedback, and assist with staff development, hiring, and onboarding
Monitor engagement economics by managing budgets, billing, and realization to support quality delivery and profitability

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

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Trust Tax Assistant Manager/ Manager

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