Estate and Trust Manager
About The Position
The Estate and Trust Manager leads client engagements involving estate, gift, and trust taxation, fiduciary accounting, and estate administration. The role manages a portfolio of client relationships, oversees complex tax and consulting engagements, and serves as a trusted advisor to individuals, families, fiduciaries, and beneficiaries. The manager handles multiple projects simultaneously while ensuring exceptional client service and technical excellence. Estate and Trust professionals work with clients on administration of estates and trusts, including analysis of related documents, preparation and review of tax returns, and fiduciary accounting. They also advise on strategies to minimize estate and gift taxes while supporting clients’ broader estate-planning, charitable, and financial goals. This role offers the opportunity to build client relationships, solve complex tax issues, and support clients’ long-term financial and legacy-planning goals.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- 6+ years of experience in estate, gift, trust, and fiduciary taxation, including preparation and review of complex tax returns and related engagements.
- CPA, EA, or J.D.
- Strong understanding of tax law, the Internal Revenue Code, and related tax compliance and planning concepts.
- Proficiency with tax, accounting, and Microsoft Office applications.
- Ability to analyze complex client information, solve problems creatively, and develop practical tax solutions.
- Ability to manage client relationships, lead engagements, and oversee multiple priorities simultaneously.
- Ability to mentor, delegate, supervise, and review the work of less experienced team members.
Responsibilities
- Oversee and review complex estate, gift, trust, and fiduciary income tax engagements.
- Review fiduciary accounting and trust administration engagements.
- Serve as a trusted advisor on complex tax, estate-planning, and trust matters.
- Manage multiple client relationships and serve as a primary point of contact.
- Oversee engagement budgets, billing, scheduling, and overall project execution.
- Anticipate, identify, and resolve technical, operational, and client service issues.
- Collaborate across departments to deliver comprehensive client solutions.
- Lead, mentor, and develop staff through delegation, coaching, and performance feedback.
- Foster team accountability, engagement, and professional growth.
- Stay current on tax laws, professional standards, and industry trends.
- Maintain accurate time entries, CRM records, calendars, and CPE compliance.
- Contribute to business development, recruiting efforts, and strategic firm initiatives.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Flexible schedules
- Hybrid or remote work environment, as applicable
- Paid time away
- Disability insurance
- Employee assistance program
- Life insurance
- Parental leave
- Tuition reimbursement
- Potential additional compensation, including incentives, commissions, and profit sharing
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What This Job Offers
Job Type
Full-time
Career Level
Manager
