Tax Manager - Estate, Gift & Trust Tax
About The Position
Estate, Gift & Trust Tax Managers are part of the business tax team and manage client relationships while providing specialized wealth transfer and fiduciary taxation planning and compliance services. The work 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; and collaborating with attorneys, financial advisors, and client service professionals. The role also involves building and strengthening client relationships, understanding long-term family and business goals, and communicating with clients to recommend estate and trust planning opportunities. The schedule follows a typical Monday–Friday, 8 a.m.–5 p.m. pattern, with flexibility around personal and family commitments. During tax season, weeks may reach 50–60 hours; during the rest of the year, weeks are generally 30–40 hours. MBE also welcomes part-time and seasonal team members.
Requirements
- At least 5 years of experience in a similar role within a public accounting firm.
Nice To Haves
- Bachelor’s degree in Accounting or equivalent work experience.
- CPA certification, or the ability to attain it.
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 client relationships and strengthen existing ones 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.
- 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.
- 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.
- Opportunity for upward mobility and career growth.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
