Tax Manager - Trust & Estate

Position Overview

The Tax Manager - Trust & Estate will be responsible for managing and reviewing complex tax engagements, with a particular focus on trust, estate, and high-net-worth individual returns. This role involves direct client interaction, detailed tax preparation and review, and leadership in ensuring accuracy, compliance, and exceptional client service.

The ideal candidate has a strong background in public accounting, excellent attention to detail, and the ability to manage multiple priorities while maintaining a professional and collaborative demeanor.

Key Responsibilities

• Prepare and review complex individual, trust, estate, partnership, and corporate income tax returns.
• Manage multiple client engagements simultaneously, ensuring deadlines are met and deliverables exceed expectations.
• Provide technical tax guidance and review work completed by staff to ensure accuracy and compliance with current tax laws and regulations.
• Interact directly with clients to address tax planning, compliance questions, and long-term strategies.
• Research and resolve complex tax issues related to trusts and estates.
• Maintain up-to-date knowledge of relevant tax regulations and accounting standards.
• Mentor and support junior team members through training, feedback, and performance development.

Minimum Requirements

Pay Details : $120,000.00 to $150,000.00 per year

Equal Opportunity Employer / Veterans / Disabled

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