Overview
Full-time position for a Trust & Estate Tax Manager to support complex trust, estate, gift, and high-net-worth individual tax work. This role emphasizes review, planning, research, and client service, and will serve as a technical resource for assigned client relationships with partner oversight.
Responsibilities
- Review complex trust, estate, gift, and high-net-worth individual tax returns
- Provide advanced technical assistance, tax planning, and research on complex tax matters
- Work directly with clients on follow-up items, planning opportunities, and ongoing needs
- Manage research projects to deliver accurate and efficient work products
- Prepare complex trust, estate, and gift tax returns as needed
- Serve as a trusted tax resource for assigned client relationships
- Develop and mentor staff and seniors through training and performance feedback
- Manage risk and financial performance of engagements, including billings, collections, and project budgets
- Collaborate with partners and team members to support continued growth in the practice
Requirements
- 5+ years of recent public accounting experience with a trust and estate tax focus
- Experience with trust, estate, and gift tax matters
- Ability to review high-net-worth individual tax returns
- Excellent research, writing, and communication skills
- Ability to build and retain client relationships
- Ability to supervise, mentor, and develop others
- Licensed CPA or JD required
Compensation & Benefits
Estimated compensation range: $135,000 - $175,000
Benefits include:
- Medical, dental, and vision insurance
- Life and disability insurance
- Health savings account with an annual contribution of $1,500
- Flexible spending accounts and dependent care benefits
- 401(k) plan with 1.5% match and 5% annual discretionary profit sharing
Paid time off and leave:
- 5 weeks of vacation and sick leave combined into a Paid Time-Off bank
- 10 paid holidays, including two floating holidays
- 16 hours of volunteer time
- 6-week paid sabbatical every 7 years
- 6 weeks of paid parental leave
Additional compensation:
- Discretionary annual incentive program eligibility may apply (award depends on various factors, including individual and organizational goals).
Location
Full-time role with remote or local office options. Fully remote in: AZ, CA, CO, IA, ID, KS, MT, NC, NV, OR, SC, TX, UT, AK, or WA.
Candidates must be legally authorized to work in the United States without the need for employer sponsorship.
Application
Submit a resume; a brief cover letter is optional.