Trust & Estate Tax Manager

Overview

A wealth management advisory firm managing over $49.1 billion as of June 30, 2026, is seeking a Tax Manager to develop and manage tax services for high net worth clients. This remote role is open to candidates located in Washington, Oregon, California, Arizona, or Utah.

Responsibilities

• Prepare and review Form 1041 fiduciary income tax returns with a strong understanding of trust and estate taxation.
• Interpret trust documents and assess related tax implications.
• Review, approve, and sign off on complex individual tax returns ensuring accuracy, compliance, and defensible tax positions.
• Serve as the primary liaison with external tax preparation providers to ensure clear communication and timely resolution of tax preparation and workflow matters.
• Manage day-to-day outsourced tax preparation workflows, ensuring deliverables meet firm standards.
• Participate in internal strategy discussions and collaborate with advisor teams and planning departments on tax service objectives.
• Coordinate and integrate tax services, analysis, and department projects.
• Prepare tax projections, net worth, cash flow, investment planning, insurance summaries, and other tools for wealth planning engagements.
• Engage in firm-wide initiatives to develop tax services, support business development, and client retention.
• Develop customized and comprehensive personal and business financial plans.
• Collect and verify client data for financial planning and enter it into financial planning systems.
• Utilize financial planning software to generate plans and review them with Financial Advisors.
• Generate specific action plans based on financial plan recommendations.
• Create, review, and analyze spreadsheets related to financial and business planning issues.
• Collaborate with the financial planning team to assess and improve planning software.
• Represent the accounting department in marketing initiatives, including seminars, articles, and blogs.
• Perform additional duties to support business development and client retention.
• Adhere to company policies and maintain focus on consistency, quality, and compliance.

Requirements

• Extensive experience in Trust & Estate Tax with deep technical expertise in fiduciary, estate, gift, and individual taxation.
• Recognized subject matter expert providing guidance on complex tax matters, compliance, and planning strategies.
• Ability to lead and mentor junior team members through coaching, review, and knowledge sharing.
• Minimum of 5 years of tax preparation experience preferred, with strong expertise in Trust & Estates and individual taxation.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) license required.
• Proficient with Windows and Microsoft Office.
• Experience with CRM software.
• Excellent written and oral communication skills.
• Willingness and experience in public speaking and prospect meetings.
• Extremely detail-oriented with exceptional follow-through and reliability.
• Self-motivated with ethical judgment and a positive attitude.
• Strong client relations and interpersonal skills.
• Ability to work independently and exercise discretion without direct supervision.

Compensation & Benefits

• Base salary range: $140,000 - $159,000 per year.
• 11 paid holidays plus 2 floating holidays.
• Paid time off (PTO).
• Paid parental leave.
• Paid volunteer time.
• Flexible work schedule.
• Highly subsidized health, dental, and vision insurance plans.
• 401(k) retirement plan with company match.
• Free mental health services.
• Life insurance, long-term and short-term disability insurance.
• Flexible spending accounts and health savings accounts.
• Employee financial education.
• Educational expense reimbursement.
• Charitable donation matching.
• Employee referral incentives.
• Team building activities.
• Employee assistance program.

Location

Remote position for candidates located in Washington, Oregon, California, Arizona, or Utah.