Tax Manager - PCS (Estate &Trust) Compliance Focused

Overview

A Tax Supervisor or Manager is needed in the Estate & Trust practice to oversee the preparation and review of complex estate, trust, and gift tax returns. This compliance-focused role requires ensuring technical accuracy, adherence to federal and state regulations, and consistent application of professional standards. The position involves managing deadlines, mitigating risk, and providing hands-on guidance to staff while serving as a knowledgeable point of contact for fiduciary client matters.

Responsibilities

• Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709).
• Ensure timely and accurate filing of tax returns and estimated payments.
• Maintain compliance calendars and oversee tax deadlines for trust clients.
• Respond to IRS and state tax notices and coordinate with legal advisors as needed.
• Supervise and mentor junior staff, providing technical guidance and review support.
• Collaborate with trust officers, attorneys, and wealth advisors to gather documentation and clarify tax positions.
• Stay current on tax laws and regulations affecting trusts and estates.
• Support sustainability and digital-first initiatives through paperless workflows and remote collaboration.
• Contribute to process improvements and staff development.

Qualifications

• CPA license required.
• Minimum of 5 years of experience in public accounting or law firm focusing on trust and estate tax compliance.
• Strong understanding of fiduciary accounting, trust administration, and estate planning concepts.
• Proficiency with tax software such as CCH Axcess, ProSystem fx, SurePrep, and Microsoft Office Suite.
• Excellent organizational, analytical, and communication skills.
• Experience managing multiple engagements and mentoring staff.
• Preferred: Experience with high-net-worth clients and complex estate structures including revocable, irrevocable, testamentary, and grantor trusts.

Compensation & Benefits

• Comprehensive total rewards package including flexible work arrangements and personalized benefit options.
• Well-being resources including an interactive wellness platform, employee assistance program, mental health resources, and colleague resource groups.
• Work-life balance support with 14 firm holidays (including 2 floating), flexible paid time off, paid family leave, winter break, summer hours, and remote work options.
• Professional development opportunities such as CPA exam resources and bonuses, coaching programs, and live classes, workshops, and seminars.
• Competitive salary and benefits.

Location

Flexible work locations and schedules are supported to promote a balanced lifestyle.