Tax Manager (Trust & Estate)

Hungerford • Grand Rapids, MI

3d • Hybrid

About The Position

As a key member of our Tax team, the position will assume a strategic role in high level tax oversight, client relationship management, and team development, with a particular emphasis on estate and trust taxation. The primary day-to-day responsibilities may involve; tax planning, tax return review, building and maintaining local business professional network, strategic planning, engagement planning and oversight, quality control review, and mentoring and training staff.

Requirements

• Bachelor’s degree in Accounting
• Active CPA license
• 5+ years of related public accounting tax experience
• 3+years of expertise in estate, gift, and trust tax planning and compliance
• Proven leadership abilities

Nice To Haves

• Proficient technical tax knowledge
• Must enjoy "taking care" of their clients
• Proven time and project management skills, able to effectively manage client relationships and workload
• Professional and personable
• Practices a high level of inclusion and collaboration skills
• Pays close attention to detail
• Able to adapt to multiple businesses/industries
• Prefers a fast-paced, hands-on work environment, able to handle stress and deadlines
• Embraces technology and uses it to improve processes

Responsibilities

• Prepare and review fiduciary, gift, and estate tax returns, ensuring accuracy and compliance with current tax law
• Lead estate and trust tax planning, including estate plan review
• Deliver exceptional consulting and advisory support
• Work closely with trustees, attorneys, and personal representatives to execute tax strategy and project management
• Analyze and interpret trust and estate documents, with a focus on understanding the tax implications of document language.
• Monitor and interpret legislative changes
• Provide engagement oversight and quality control, including technical review and internal staff leadership

Benefits

• Health Insurance – Immediate eligibility for employer-sponsored medical, dental, vision
• Work-Life Balance – schedule flexibility, personalized hybrid work arrangements, generous PTO, parental leave
• Flexible Spending & Dependent Care Accounts
• 401k + Retirement Advising

What This Job Offers

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