Trust & Estates Tax Manager, CPA
About The Position
Our client, an award-winning and rapidly growing tax advisory firm, is seeking an experienced Trust & Estates Tax Manager to join its expanding wealth advisory and tax practice. This is not a traditional tax compliance role. This is an opportunity to become a trusted advisor to high-net-worth individuals, multi-generational families, business owners, trustees, and their legal and financial advisors. You'll help clients preserve wealth, navigate complex estate and fiduciary tax matters, and develop tax-efficient strategies that impact generations. If you enjoy combining deep technical expertise with meaningful client relationships and sophisticated planning work, this could be an exceptional next step in your career. As Trust & Estates Tax Manager, you'll serve as a technical leader and trusted advisor for sophisticated estate, trust, fiduciary, wealth transfer, and individual tax matters. You'll collaborate closely with attorneys, wealth managers, trustees, executors, business owners, and family offices to help clients navigate the complexities of preserving and transferring wealth while minimizing tax exposure.
Requirements
- Bachelor's Degree in Accounting
- Active CPA license
- 7–10+ years of progressive tax experience
- Significant experience with fiduciary, estate, gift, and high-net-worth individual taxation
- Strong understanding of Forms 1041, 706, and related estate planning concepts
- Experience reviewing returns and supervising staff
- Excellent communication and client relationship skills
- Strong analytical and problem-solving abilities
Nice To Haves
- Advanced estate planning experience
- Business development capabilities
Responsibilities
- Prepare and review fiduciary, estate, gift, and individual income tax returns
- Provide strategic tax planning related to trusts, estates, wealth transfer, and succession planning
- Assist clients in developing tax-efficient estate and gifting strategies
- Analyze complex fiduciary and trust structures
- Stay current on estate, gift, and fiduciary tax law developments
- Serve as the primary advisor for assigned trust and estate clients
- Build and maintain long-term relationships with high-net-worth individuals and families
- Participate in planning meetings alongside attorneys, financial advisors, and firm leadership
- Deliver proactive recommendations and ongoing advisory services
- Help clients navigate complex tax and wealth-planning decisions
- Research complex tax issues and communicate recommendations clearly
- Review work prepared by staff and provide technical guidance
- Assist with IRS and state examinations, notices, and tax controversies
- Develop best practices and enhance the firm's trust and estate expertise
- Help establish consistent quality control standards
- Mentor and train tax professionals
- Share technical knowledge and industry best practices
- Support staff development and continuing education initiatives
- Foster a collaborative and high-performing team environment
Benefits
- Competitive compensation package
- Performance-based bonus opportunities
- Flexible and hybrid work arrangements
- Comprehensive health, dental, and vision coverage
- 401(k) with employer match
- Professional development and continuing education support
- Paid community involvement and networking opportunities
- Team-building events and firm-sponsored activities
- Modern technology and advisory-focused environment
- Strong commitment to work-life balance
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What This Job Offers
Job Type
Full-time
Career Level
Manager
