Remote Trust & Estate Tax Manager | HNW Focus | Up to $200k+ | Independent CPA Firm

Overview

A well-established independent CPA and advisory firm with over 30 years of experience serving privately owned businesses and high-net-worth individuals is seeking a Trust & Estate Tax Manager or Senior Manager. This is a fully remote position open to candidates anywhere in the United States.

Responsibilities

• Manage trust, estate, and gift tax engagements primarily for high-net-worth individuals and families
• Provide complex estate planning, trust administration, gift tax, and succession planning services
• Advise clients and their advisors directly on sophisticated estate and gift planning matters
• Manage client relationships and supervise tax staff
• Work collaboratively with partners and team members in a fully remote environment

Requirements

• Active CPA, EA, or J.D. license required
• 7–10+ years of tax experience at a public accounting firm or law firm
• Strong expertise in Form 1041 (Trust) and Form 706 (Estate) tax returns is essential
• Gift tax experience is strongly preferred
• Experience with high-net-worth individual (Form 1040) tax returns is strongly preferred
• Experience with private foundation (Form 990-PF) tax returns is a plus
• Self-directed and comfortable working fully remote

Preferred Qualifications

• Experience managing client relationships and supervising tax staff
• Ability to advise clients and their advisors on complex estate and gift planning matters

Compensation & Benefits

• Base salary up to $200,000+, commensurate with experience
• Discretionary performance bonus
• Annual firm-sponsored all-inclusive trips to destinations such as Caribbean resorts
• Half-day Fridays from May through August
• CPA exam fee reimbursement, additional paid time off for study, and bonuses for passing
• Professional development support including CPE and conference attendance

Location

• 100% Remote (United States)

Tax Seniors, Tax Senior Managers, and Directors with Trust & Estate experience are encouraged to apply. There is flexibility in seniority and compensation for the right candidate.