Senior Tax Manager - Trust & Estate

Overview

This role provides strategic leadership for the organization’s tax practice and serves as a trusted advisor to clients, firm leadership, and team members. Responsibilities include overseeing complex tax engagements, ensuring compliance with evolving tax regulations, driving tax planning initiatives, and developing high-performing tax professionals. The position also supports practice growth and client retention.

Responsibilities

• Provide strategic leadership and direction for tax services, client engagements, and practice operations.
• Lead, mentor, and develop tax professionals at all levels, including managers, seniors, and staff.
• Review and oversee complex federal, state, local, and international tax returns for individuals, partnerships, corporations, trusts, and other entities.
• Ensure compliance with applicable tax laws, regulations, professional standards, and firm policies.
• Serve as a technical resource on complex tax matters, regulatory updates, and tax law changes.
• Develop and implement tax planning strategies to help clients minimize tax liabilities and achieve business objectives.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field required.
• Active CPA license required.
• Minimum of 7-10 years of progressive tax experience.
• Significant leadership experience managing tax professionals and client engagements.
• Strong expertise in federal, state, local, and international tax regulations.
• Advanced knowledge of tax compliance, tax planning, and tax advisory services.
• Experience managing complex tax audits, examinations, and controversy matters.
• Exceptional leadership, coaching, presentation, and negotiation skills.
• Excellent verbal and written communication skills, including the ability to communicate effectively with executives, business owners, and stakeholders.
• Proven ability to manage multiple priorities, engagement teams, and client deadlines in a fast-paced environment.

Preferred Qualifications

• Master’s degree in Taxation, Accounting, or a related field preferred.
• Extensive experience in public accounting, corporate tax, or a combination of both preferred.
• Knowledge of ASC 740 and tax provision reporting requirements.
• Proficiency with tax software such as CCH Axcess, ONESOURCE, or similar platforms.
• Demonstrated business development and client relationship management experience.

Compensation & Benefits

Compensation Range: $140,000—$165,000 USD

Benefits include:

• Medical, Dental & Vision Insurance (coverage begins on the first of the month following your start date.)
• Paid Parental Leave
• 401(k) Matching Program
• Pre-Tax Commuter Benefits
• Pet Insurance
• Unlimited Flexible Time Off
• 7 Company‑Paid Holidays
• Employee Assistance Program (EAP)
• Eligible for an annual performance-based bonus of up to 15% of base salary, based on individual and company performance.

Work Authorization Requirement

Applicants must be legally authorized to work in the United States without current or future employer sponsorship unless otherwise stated in the job posting.