Tax Manager - Estate, Gift & Trust Tax
About The Position
Estate, Gift & Trust Tax Managers are a key part of the business tax team responsible for managing client relationships while providing specialized planning and compliance services related to wealth transfer and fiduciary taxation. This includes: Preparing and reviewing estate, gift, and fiduciary income tax returns. Advising individuals, families, and business owners on wealth transfer strategies. Assisting with trust administration and tax compliance requirements. Collaborating with attorneys, financial advisors, and client service professionals. Building new and strengthening existing client relationships while understanding long-term family and business goals. Communicating and meeting with clients as requested; providing recommendations to assist clients with estate and trust planning opportunities.
Requirements
- 5+ years in a similar role within a public accounting firm.
- Bachelor's Degree in Accounting highly desired or equivalent work experience.
- CPA certification highly desired or ability to attain.
Responsibilities
- Preparing and reviewing estate, gift, and fiduciary income tax returns.
- Advising individuals, families, and business owners on wealth transfer strategies.
- Assisting with trust administration and tax compliance requirements.
- Collaborating with attorneys, financial advisors, and client service professionals.
- Building new and strengthening existing client relationships while understanding long-term family and business goals.
- Communicating and meeting with clients as requested; providing recommendations to assist clients with estate and trust planning opportunities.
Benefits
- Long-term job stability
- Work-life balance to support raising a family
- Significant opportunity to grow your career within the firm
- Onsite, hybrid, or remote work arrangements
- Remote work allowed
- Relocation packages including ability to work remotely during transition to area
- Competitive medical, dental, and vision insurance plans
- FSA/HSA account options
- Paid Time Off (PTO)
- 401k employer matching program to save for retirement
- Tuition reimbursement
- CPA assistance
- Professional growth opportunities through continuing education
- Supplemental insurance options for life, AD&D, STD, LTD, and critical illness
- Bonuses for helping with business development leads
- Incredible potential for upward mobility and career growth
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
