Tax Manager - Individuals, Trusts, & Estates

Abdo • Mankato, MN

5d • Hybrid

About The Position

Join the Abdo team where your expertise makes a lasting impact. As a Tax Manager specializing in Trusts, Estates, and Individual Tax Services, you'll serve as a trusted advisor to high-net-worth individuals, families, and fiduciaries, helping them navigate complex tax matters and planning opportunities. You'll lead sophisticated engagements, build strong client relationships, mentor team members, and help clients achieve their wealth preservation and legacy planning goals. At Abdo, we’re not your typical accounting firm. For us, ‘Lighting the path forward’ means that we go well beyond traditional accounting and auditing to deliver solutions that help our clients succeed. We carefully seek out the best people and trust them to make a difference in helping our clients navigate forward with confidence. Our culture is built on the following principles: Relationships - We give our best to our clients and to each other. Growth & Development - We get better every day. Teamwork - We accomplish great things together.

Requirements

• Bachelor’s degree in accounting
• CPA required with appropriate equivalent work experience
• 5+ years experience in practice area (individuals, trusts, & estates) with demonstrated leadership capabilities
• Proficient in advanced MS-Excel functions
• Strong quantitative analysis and critical thinking skills, with a focus on improvement and automation
• Desire to work in a fast-paced environment
• Collaborative spirit and adaptability to change

Responsibilities

• Lead and manage complex tax engagements, including individual, trust, estate, and gift tax returns
• Serve as a trusted advisor to high-net-worth individuals, families, trusts, and estates, providing proactive tax planning and consulting services
• Research, analyze, and resolve complex tax issues while identifying planning opportunities and practical solutions for clients
• Build and maintain strong client relationships, meeting with clients and prospects to understand their needs and identify value-added services
• Prepare, review, and sign tax returns and work products to ensure accuracy, quality, and compliance with professional standards
• Manage engagement workflow, staffing, timelines, and project deliverables to ensure exceptional client service and timely completion
• Maintain strong realization on revenue billed with a target goal of 90% or above; Complete billing on time and target billing above 80% of beginning WIP
• Mentor, develop, and train team members while fostering a collaborative and high-performing culture
• Contribute to firm growth through business development, client retention, and cross-selling opportunities
• Monitor engagement performance, billing, and profitability to support the success of both clients and the firm
• Stay current on tax law developments and leverage technology and AI-enabled tools to enhance efficiency, accuracy, and client service

Benefits

• Medical, dental, vision, HSA with employer match, FSA medical and dependent care, long & short-term disability insurance options
• 22 days per year of PTO, 8 full holidays, 2 half holidays, 24 hours paid volunteer time, parental and grandparent leave
• 401(k) plan with employer contributions up to 4.5%
• Abdo-sponsored telehealth platform
• Technology reimbursement
• Half day Fridays June through September (2 months of 36 hr work weeks & 2 months of 40 hr work weeks)
• Professional expenses and CPA support and bonus

What This Job Offers

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