Estate and Trust Manager

Overview

This role involves leading client engagements related to estate, gift, and trust taxation, fiduciary accounting, and estate administration. The position includes managing a portfolio of client relationships and overseeing complex tax and consulting work while serving as a trusted advisor to individuals, families, fiduciaries, and beneficiaries.

Responsibilities

• Oversee and review complex estate, gift, trust, and fiduciary income tax engagements.
• Review fiduciary accounting and trust administration engagements.
• Serve as a trusted advisor on complex tax, estate planning, and trust matters.
• Manage multiple client relationships and act as a primary point of contact.
• Oversee engagement budgets, billing, scheduling, and overall project execution.
• Anticipate, identify, and resolve technical, operational, and client service issues.
• Collaborate across departments to deliver comprehensive client solutions.
• Lead, mentor, and develop staff through delegation, coaching, and performance feedback.
• Foster team accountability, engagement, and professional growth.
• Stay current on tax laws, professional standards, and industry trends.
• Maintain accurate time entries, CRM records, calendars, and CPE compliance.
• Contribute to business development, recruiting efforts, and strategic firm initiatives.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 6+ years of experience in estate, gift, trust, and fiduciary taxation, including the preparation and review of complex tax returns and related engagements.
• CPA, EA, or J.D.
• Strong understanding of tax law, the Internal Revenue Code, and related tax compliance and planning concepts.
• Proficiency with tax, accounting, and Microsoft Office applications.
• Proven ability to analyze complex client information, solve problems creatively, and develop practical tax solutions.
• Demonstrated ability to manage client relationships, lead engagements, and oversee multiple priorities simultaneously.
• Ability to mentor, delegate, supervise, and review the work of less experienced team members.

Preferred Qualifications

• No additional preferred qualifications listed.

Compensation & Benefits

• Annual salary range: $110,000 - $165,000.
• Final compensation may vary depending on an individual’s experience, knowledge, and skills.
• Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role.

Benefits include:

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home

Location

Hybrid (or remote, as applicable) work environment.