Tax Manager- Estates and Trusts

PBMares LLP • Wilmington, NC

7d • Hybrid

About The Position

We are seeking an experienced Tax Manager – Trusts & Estates to lead complex tax compliance and consulting engagements for trusts, estates, gifts, fiduciaries, and high-net-worth individuals. This role serves as a trusted advisor to clients and professional partners while leading engagement teams, mentoring staff, and delivering exceptional client service. The ideal candidate is technically strong, relationship-focused, and enjoys solving complex tax issues while helping clients navigate estate and trust planning.

Requirements

• CPA and/or JD required.
• Bachelor's or Master's degree in Accounting, Taxation, Finance, or related field.
• Minimum of 6 years of experience in trust, estate, and high-net-worth individual tax compliance and planning.
• Strong knowledge of fiduciary, gift, and estate taxation.
• Experience researching and resolving complex tax issues.
• Excellent analytical, communication, and client relationship skills.
• Experience leading and mentoring tax professionals.
• Proficiency with tax software such as CCH Axcess, SurePrep, Microsoft Office, and related tax technologies.

Nice To Haves

• Experience with international estate planning and foreign trusts.
• Ability to interpret complex trust documents.
• Experience advising high-net-worth individuals and family offices.
• Strong business development mindset.

Responsibilities

• Manage complex trust, estate, gift, and fiduciary tax engagements from planning through completion.
• Review and prepare Forms 1041, 706, 709, and related tax filings.
• Research complex tax issues and develop practical planning strategies.
• Interpret trust and estate documents and advise clients on tax implications.
• Build and maintain strong relationships with clients, attorneys, and other advisors.
• Supervise, coach, and develop tax professionals.
• Review staff work for quality, accuracy, and compliance.
• Manage engagement budgets, workflow, and profitability.
• Identify opportunities to expand client relationships and support business development.
• Stay current on tax law changes and communicate planning opportunities to clients and the team.
• Leverage tax technology and firm-approved AI tools to improve efficiency while maintaining professional judgment.

Benefits

• medical
• dental
• 401K match
• Paid Time Off
• 11 paid holidays per year
• Flexible work schedule
• hybrid work environment
• Summer Hours- Friday half days (based on a minimum 40 hour work week)
• Company investment of a minimum of 40 hours learning and development annually
• Path to Partner Program
• CPA Certification reimbursement and bonus program
• vision
• a 401(k) retirement plan

What This Job Offers

• Job Type: Full-time
• Career Level: Manager