Tax Manager - Gifts, Estates, and Trusts

Overview

This role supports the organization’s Gift, Estate, and Trust team. The Tax Manager works remotely and provides advanced tax planning, compliance, and advisory services for high‑net‑worth individuals, families, and closely held businesses in a fast‑changing tax environment. The position includes direct client work, collaboration with firm leaders, and involvement in mentoring and developing staff.

Responsibilities

• Technical review and approval of a variety of tax returns, including gifts, estate, and trusts, as well as related individual and investment partnerships
• Advise and consult clients on wealth transfer strategies and estate and gift tax planning strategies, including Irrevocable Trust structures such as GRATs and SLATs, valuation discounts, and GST planning
• Research tax issues and legislative changes and apply professional judgment to support client-focused tax solutions
• Identify and communicate tax and accounting issues to staff, supervisors, managers, and partners; participate in training and development efforts
• Own and manage an assigned client list and serve as a firm resource on specialty tax issues and/or questions
• Develop and maintain strong working relationships with client staff to add value internally and strengthen client relationships
• Assist with business development and firm marketing initiatives
• Participate in the firm mentoring program
• Perform additional responsibilities as needed

Requirements

• Bachelor’s Degree and Master’s in Accounting/Taxation
• Minimum of 7 years of recent, relevant trust, estate, and gift tax experience
• CPA/EA license
• Prior public accounting tax experience
• Knowledge of tax software and MS Office
• Ability to provide exceptional client service and develop trusted client relationships
• Strong leadership and personnel management skills

Preferred Qualifications

• CCH Axcess/ProSystem fx® tax
• Big 4 experience from a private client service group
• Experience with family limited partnerships (FLPs) and investment partnerships of family groups
• Form 706 estate tax compliance experience

Compensation & Benefits

• Competitive salary range of $130,000 to $170,000, with annual merit increases
• Annual discretionary bonus eligibility
• 35-hour workweek during non-busy season

Location

Remote work.

Hybrid Work Internet Policy (if applicable)

• Internet plan with minimum upload/download speeds: 100+ Mbps download and 20+ Mbps upload
• Home Wi‑Fi should be password protected