Tax Manager- Estates and Trusts

Overview

This role involves leading complex tax compliance and consulting engagements for trusts, estates, gifts, fiduciaries, and high-net-worth individuals. You will serve as a trusted advisor to clients and professional partners while managing engagement teams, mentoring staff, and delivering high-quality client service.

Responsibilities

• Manage complex trust, estate, gift, and fiduciary tax engagements from planning through completion
• Review and prepare Forms 1041, 706, 709, and related tax filings
• Research complex tax issues and develop practical planning strategies
• Interpret trust and estate documents and advise clients on tax implications
• Build and maintain strong relationships with clients, attorneys, and other advisors
• Supervise, coach, and develop tax professionals
• Review staff work for quality, accuracy, and compliance
• Manage engagement budgets, workflow, and profitability
• Identify opportunities to expand client relationships and support business development
• Stay current on tax law changes and communicate planning opportunities to clients and the team
• Leverage tax technology and firm-approved AI tools to improve efficiency while maintaining professional judgment

Requirements

• CPA and/or JD required
• Bachelor’s or Master’s degree in Accounting, Taxation, Finance, or related field
• Minimum of 6 years of experience in trust, estate, and high-net-worth individual tax compliance and planning
• Strong knowledge of fiduciary, gift, and estate taxation
• Experience researching and resolving complex tax issues
• Excellent analytical, communication, and client relationship skills
• Experience leading and mentoring tax professionals
• Proficiency with tax software such as CCH Axcess, SurePrep, Microsoft Office, and related tax technologies

Preferred Qualifications

• Experience with international estate planning and foreign trusts
• Ability to interpret complex trust documents
• Experience advising high-net-worth individuals and family offices
• Strong business development mindset

Compensation & Benefits

• Salary range: $126,000-$164,000
• Actual compensation within the range will be determined based on factors including skills, experience, qualifications, geographic location, internal equity, and business needs
• Placement within the range is at the organization’s discretion and is based on the specific circumstances of each candidate and position
• Full benefits including medical, dental, vision, and a 401(k) retirement plan
• 401(k) match
• Paid Time Off
• 11 paid holidays per year
• Flexible work schedule with hybrid work environment
• Summer Hours: Friday half days (based on a minimum 40 hour work week)
• Minimum of 40 hours learning and development annually
• Path to Partner Program
• CPA Certification reimbursement and bonus program

Location

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

Must be authorized to work in the United States permanently without the requirements of sponsorship at any point in the future.