About The Position

The Senior Tax Manager will join the firm’s Trust/Estate/HNW team. The role typically allocates approximately 25% of time to Estates and Gift and 65% to Trusts and HNW individuals. The position combines high-level tax compliance and planning with client engagement, team supervision, and hands-on client work. The firm offers a potential Partner track or Director track.

Requirements

  • Active CPA; an EA will also be considered.
  • Minimum 8–10+ years of public accounting and tax experience.
  • Strong knowledge of trusts, estates, gift, and HNW/1040 returns.

Responsibilities

  • Handle high-level tax compliance and planning for trusts, estates, gift matters, and high-net-worth individuals.
  • Engage with clients and work directly on client engagements.
  • Supervise a tax team.

Benefits

  • Competitive salary range of $175,000–$225,000+.
  • Annual merit/performance-based bonus structure.
  • Medical, dental, and vision benefits.
  • 401(k) match and profit-sharing plan.
  • Generous paid time off.
  • 10 paid holidays.
  • Partner track, or Director track for those not interested in becoming a Partner.
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