Tax Manager, Trust and Estates

PBMares • Fredericksburg, VA

226d • Hybrid

About The Position

We are seeking a motivated and ambitious Tax Manager to join our firm. This position offers a unique opportunity for career growth and advancement, with a clear path to partnership with our firm. As a Tax Manager supporting our Estate and Trust tax team, you will be responsible for conducting thorough research, analysis, and review of complex tax matters related to estates and trusts. You will provide expert advice and guidance on tax planning strategies for high-net-worth individuals, trusts, and gifts. Your expertise in international tax issues, including cross-border transactions and international estate planning, will be integral to the success of our firm. Remote work may be considered.

Responsibilities

• Conduct thorough research, review, and analysis of complex tax matters related to estates and trusts.
• Provide expert advice and guidance on tax planning strategies for high-net-worth individuals, trusts, and gifts.
• Specialize in international tax issues, including cross-border transactions and international estate planning.
• Collaborate with attorneys and legal teams to interpret trust documents and ensure compliance with tax regulations.
• Utilize software systems such as SurePrep, GEMs, CCH, Microsoft Suites, and Adobe to streamline tax processes and maintain accurate records.
• Review and prepare tax returns, specifically Forms 1041, 709, and 706.
• Stay updated on the latest tax laws, regulations, and compliance requirements to provide accurate and up-to-date advice to clients.
• Communicate effectively with clients, colleagues, and external stakeholders to address tax-related inquiries and provide exceptional client service.
• Identify and pursue opportunities to expand and grow the firm's tax services.
• Develop and implement strategies to attract new clients and retain existing ones.
• Proactively engage with potential clients, build and maintain strong relationships, and present tax solutions that align with clients' needs and goals.
• Stay updated on industry trends, regulations, and changes in tax laws to ensure the organization remains competitive and compliant.
• Collaborate with internal teams to develop marketing and business development initiatives, conduct market research, and analyze competitor activities.
• Manage tax professionals, providing guidance, mentorship, and support in their day-to-day activities.
• Ensure the accurate and timely completion of all tax-related tasks, including income tax returns, tax planning, compliance, and audits.
• Stay up to date with changes in tax laws and regulations, and communicate these updates to the team, guiding them in implementing necessary adjustments.
• Conduct regular performance evaluations, provide constructive feedback, and identify areas for professional development within the team.

Benefits

• Full benefits: medical, dental, 401K match
• Paid Time Off
• 11 paid holidays per year
• Flexible work schedule to include 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
• The opportunity to grow and shape the future of the firm

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Number of Employees: 251-500 employees