Senior Tax Manager, Trust & Estate

Overview

A well-established regional accounting firm is seeking a Senior Tax Manager to join their Trust and Estates team. This role involves managing a national client portfolio with a focus on trust and estates tax matters, including forms 706, 709, and 1041. The Senior Tax Manager will provide expert tax advice, develop strategic solutions, and offer risk management guidance while fostering innovation and superior client service.

Responsibilities

• Manage a diverse client portfolio, ensuring high-quality service delivery
• Prepare, review, and ensure timely filing of all relevant tax forms with accuracy and compliance
• Conduct initial and final reviews of work products from managers, tax seniors, staff, and interns
• Improve efficiency across various project initiatives
• Mentor and coach team members to promote professional development and a culture of continuous improvement
• Stay current with tax regulations, perform detailed research, and provide consultation on complex tax issues
• Support business development efforts and contribute to departmental process improvements

Required Qualifications

• CPA or Enrolled Agent (EA) certification
• Bachelor's degree in accounting, finance, or a related field
• Minimum of 10 years of public accounting experience
• Expertise in Trust & Estate tax matters
• Proven experience managing and interacting with clients through multiple communication channels
• Strong interpersonal and communication skills
• High attention to detail
• Proficiency with tax preparation and accounting software

Preferred Qualifications

• Advanced knowledge of accounting software such as QuickBooks, CCH Axcess, Engagement, Thomson Reuters, or UltraTax
• Extensive knowledge of tax forms 706, 709, 1040, 1041, Partnerships, S-Corps, and 1099
• Experience working with individual clients, high net worth individuals, trust & estates, state tax, and pensions

Compensation & Benefits

• Annual base salary range: $100,000 - $150,000 (actual compensation may vary based on experience, education, and skill level)
• Unlimited paid time off (PTO)
• Medical, dental, vision, and voluntary insurance options
• 401(k) matching
• Annual performance bonus
• 12 paid holidays
• Flexible scheduling options
• Innovative workplan system
• $500 annual vacation incentive
• Commitment to professional development
• Eligibility for equity program at Senior Manager level and for top-performing managers

Location

The firm offers a flexible work structure designed to balance teamwork and independence, supporting employee well-being and work-life balance.