Trust & Estate Tax Manager

Overview

A professional services firm is seeking a Trusts and Estates Tax Manager to join a growing tax team. This full-time role involves reviewing complex tax returns and providing advanced technical assistance, tax planning, and research on complex Trust, Estate, and Gift tax issues. The position may be based in a local office or fully remote within the following states: AZ, CA, CO, IA, ID, KS, MT, NC, NV, OR, SC, TX, UT, AK, or WA.

Responsibilities

• Review detailed Trust, Estate, and Gift tax returns and handle governmental tax examinations of any complexity
• Work directly with clients to follow up on meeting items or initiate new client initiatives
• Delegate and manage Trust, Estate, and Gift tax research projects to ensure accuracy and efficiency
• Prepare complex Trust, Estate, and Gift tax returns
• Develop and mentor staff and seniors through training and performance feedback, aligning responsibilities with skills and development goals
• Manage risk and financial performance of engagements, including billings, collections, and project budgets

Requirements

• Minimum of 5 years recent public accounting experience focused on Trust and Estate tax
• Licensed CPA or JD required
• Excellent research and writing skills
• Strong ability to build and maintain client relationships

Preferred Qualifications

• Experience mentoring and managing staff
• Ability to manage multiple complex projects simultaneously

Compensation & Benefits

• Estimated salary range: $125,000 - $155,000, dependent on experience, skills, education, location, and other factors
• Eligibility for discretionary annual incentive program based on individual and organizational goals
• Comprehensive benefits package including:
  • Medical, dental, vision, life, and disability insurance
  • Health savings, flexible spending, and dependent care accounts
  • 401(k) plan with 1.5% match and discretionary 5% profit sharing
  • Five weeks of combined vacation and sick leave
  • Ten paid holidays
  • Sixteen hours of volunteer time
  • Paid sabbaticals and paid parental leave

Location

This position can be based in a local office or fully remote within AZ, CA, CO, IA, ID, KS, MT, NC, NV, OR, SC, TX, UT, AK, or WA.

Application Process

Candidates should submit a resume. A cover letter is optional but appreciated. Agency resumes are not accepted, and the employer is not responsible for fees related to unsolicited resumes.