Tax Manager - Estate, Gift & Trust Tax
About The Position
Estate, Gift & Trust Tax Managers are part of the business tax team, managing client relationships and providing specialized planning and compliance services related to wealth transfer and fiduciary taxation. The role includes preparing and reviewing estate, gift, and fiduciary income tax returns; advising individuals, families, and business owners on wealth transfer strategies; and assisting with trust administration and tax compliance requirements. Managers collaborate with attorneys, financial advisors, and client service professionals, develop and strengthen client relationships, learn clients’ long-term family and business goals, and meet with clients to recommend estate and trust planning opportunities. The role offers onsite, hybrid, or remote work arrangements. Schedules flex around a typical Monday–Friday, 8 a.m.–5 p.m. schedule. During tax season, workweeks may reach 50–60 hours; during the remainder of the year, workweeks are typically 30–40 hours. The firm also welcomes part-time and seasonal team members.
Requirements
- At least 5 years of experience in a similar role within a public accounting firm.
- Bachelor’s degree in Accounting is highly desired, or equivalent work experience.
- CPA certification is highly desired, or the ability to attain it.
Nice To Haves
- Bachelor’s degree in Accounting.
- CPA certification.
Responsibilities
- Prepare and review estate, gift, and fiduciary income tax returns.
- Advise individuals, families, and business owners on wealth transfer strategies.
- Assist with trust administration and tax compliance requirements.
- Collaborate with attorneys, financial advisors, and client service professionals.
- Build new and strengthen existing client relationships while understanding clients’ long-term family and business goals.
- Communicate and meet with clients as requested, and provide recommendations on estate and trust planning opportunities.
Benefits
- Long-term job stability and work-life balance.
- Onsite, hybrid, or remote work arrangements.
- Competitive medical, dental, and vision insurance plans.
- FSA/HSA account options.
- Paid Time Off (PTO).
- 401(k) employer matching program.
- Tuition reimbursement.
- CPA assistance.
- Continuing education and professional growth opportunities.
- Supplemental life, AD&D, STD, LTD, and critical illness insurance options.
- Bonuses for helping with business development leads.
- Potential for upward mobility and career growth.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
