Senior Manager, Trust and Estates

Overview

This role involves leading complex fiduciary, estate, gift, and high-net-worth individual tax engagements. Responsibilities combine deep technical expertise with client advisory work, team development, and support for practice growth.

Responsibilities

Client Advisory & Relationship Management

• Serve as the primary advisor to high-net-worth individuals, trusts, estates, fiduciaries, and family groups.
• Provide strategic guidance on estate planning, wealth transfer strategies, charitable giving, and trust structures.
• Collaborate with attorneys, wealth advisors, trustees, and internal teams to deliver integrated solutions.
• Identify planning opportunities and help clients navigate complex tax matters.

Technical Leadership

• Lead and review complex fiduciary, estate, gift, and individual tax returns, including Forms 1041, 706, and 709.
• Advise on federal, state, multi-jurisdictional, and cross-border trust and estate tax matters.
• Conduct tax research, develop and defend tax positions, and stay current on legislative and regulatory developments.
• Contribute to technical training and thought leadership within the firm.

Team Leadership

• Mentor, coach, and develop tax professionals.
• Provide performance feedback and support career growth.
• Help drive recruiting, onboarding, retention, and succession planning initiatives.
• Foster a culture of collaboration, accountability, and continuous improvement.

Practice Growth

• Manage engagement economics, including budgeting, realization, profitability, and billing.
• Identify opportunities to expand client services and strengthen relationships.
• Participate in business development, networking, and community engagement activities.
• Support strategic growth initiatives for the Trusts & Estates practice.

Requirements

• Bachelor’s degree in Accounting, Taxation, Finance, or a related field.
• CPA required (JD considered with significant trusts and estates tax expertise).
• 8+ years of progressive public accounting tax experience.
• Significant experience with trusts, estates, gift taxation, and high-net-worth individual tax planning.
• Strong leadership, client relationship management, tax research, project management, and communication skills.

Preferred Qualifications

• Master’s degree in Taxation, Accounting, or related field.
• Experience with international estate planning, foreign trusts, and global wealth transfer matters.
• Experience advising affluent families, family offices, and fiduciaries.
• Recognized expertise in trusts, estates, or wealth preservation planning.

Compensation & Benefits

• Salary range: $171,000-$222,000,000
• Actual compensation within the range will be determined based on factors including skills, experience, qualifications, geographic location, internal equity, and business needs.
• Benefits include medical, dental, vision, and a 401(k) retirement plan.
• Paid Time Off
• 11 paid holidays per year
• Employer investment of a minimum of 40 hours learning and development annually

Location

Remote eligibility may be considered for candidates located in Virginia, Maryland, North Carolina, Pennsylvania, Florida, Colorado, South Carolina, Georgia, Arizona, Tennessee, New Mexico, Indiana, Missouri and Illinois.

Additional Information

• Must be authorized to work in the United States permanently without the requirements of sponsorship at any point in the future.
• Equal Opportunity and Affirmative Action employment policies apply.
• Drug-free workplace and pre-employment substance abuse testing are required.
• This position is subject to requirements of 41 CFR 60-741.5(a), which prohibits discrimination against qualified individuals on the basis of disability and requires affirmative action by covered contractors and subcontractors.