Job description:

We are seeking a Tax Manager or Senior Tax Manager to lead tax compliance and planning for trusts, estates, and high-net-worth individuals. This role involves reviewing complex tax filings, providing strategic estate planning advice, and managing client relationships. The position offers strong growth potential and the opportunity to work closely with senior leadership in a dynamic, fast-paced environment.

Responsibilities:

• Provide fiduciary, personal income, gift, and estate tax compliance and planning services.
• Review individual, fiduciary, estate, and gift tax returns.
• Oversee fiduciary accountings for estates and trusts.
• Handle federal and state tax notices and audits.
• Conduct tax research and develop tax-saving strategies.
• Review and analyze estate planning legal documents.
• Manage client relationships and oversee client accounts.
• Lead business development, including networking and writing industry-related articles.
• Supervise and mentor staff, managing workloads and performance.

Qualifications:

Requirements:

• Bachelors degree in Accounting; MST preferred.
• CPA license required.
• 10+ years of experience in trust, estate, and gift tax matters.
• Experience in a public accounting firm required.
• Strong expertise in tax compliance and estate/trust planning.
• Excellent analytical, communication, and leadership skills.
• Experience with tax software and research tools preferred.
• Proficiency in Microsoft Office.

Why is This a Great Opportunity:

This role offers the chance to lead complex trust and estate tax matters for high-net-worth clients while building strong client relationships. The position provides direct exposure to senior leadership, a clear path for career advancement, and the opportunity to contribute to business development in a supportive, collaborative environment.