Trust And Estates Tax Manager

Berndt CPA • Madison, WI

5d

About The Position

Trust And Estates Tax Manager Work for a Next Generation Accounting Firm Make a difference and have an impact on the lives of our clients. Berndt CPA LLC is seeking an experienced Trust and Estates Tax professional to join our growing tax advisory team. This role is ideal for a seasoned tax professional with deep experience in fiduciary, estate, and high-net-worth individual taxation who is ready to play a key role in client relationships, technical leadership, and team collaboration. Our firm takes a proactive, advisory first approach to tax. We work closely with individuals, families, and business owners throughout the year, providing insight, strategy, and guidance well beyond compliance.

Requirements

• Bachelor's degree in accounting (required)
• CPA certification (required)
• 7–10 years of progressive tax experience , with significant focus on trusts, estates, and high-net-worth individuals
• Strong technical knowledge of fiduciary, estate, gift, and individual income taxation
• Experience reviewing tax returns and providing technical guidance to staff
• Ability to manage multiple clients, priorities, and deadlines
• Excellent communication and interpersonal skills
• Client-focused mindset with a desire to build and develop long-term relationships
• Collaborative team player with a proactive, advisory approach
• High level of integrity, professionalism, and attention to detail

Responsibilities

• Prepare and review fiduciary (Form 1041), estate, gift, and individual income tax returns for high-net-worth clients
• Provide proactive tax planning and advisory services related to estates, trusts, wealth transfer, and succession planning
• Advise clients and their legal/financial advisors on complex trust and estate tax matters
• Research and resolve complex tax issues; communicate findings clearly to clients and internal teams
• Manage IRS and state tax notices, audits, and examinations related to trust and estate matters
• Serve as a primary point of contact for assigned clients, building trusted, long-term relationships
• Participate in client meetings and planning discussions alongside partners and advisors
• Mentor and support tax staff through technical guidance, review, and training
• Collaborate with team members across tax, accounting, and advisory services to deliver integrated solutions
• Contribute to client retention and firm growth through relationship development and advisory opportunities

What This Job Offers

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