Job Description

Role Description

As a Manager in Wealth Tax – Trusts & Estates, you will play a critical role in delivering fiduciary tax compliance and planning services to high-net-worth individuals, families, family offices, and fiduciaries. This role offers the opportunity to deepen technical expertise in trust and estate taxation while managing engagements and developing client relationships.

Responsibilities:

• Manage and review fiduciary, estate, and gift tax returns, including Forms 1041, 706, 709, and related state filings.
• Provide tax planning and advisory services related to estate, gift, and generation-skipping transfer (GST) tax matters.
• Assist clients with wealth transfer strategies, charitable planning, and trust structuring to achieve long-term family objectives.
• Research and interpret complex federal and state tax laws affecting trusts, estates, and fiduciary income taxation.
• Supervise, mentor, and review the work of tax staff and senior associates; provide training and performance feedback.
• Collaborate with attorneys, financial advisors, trustees, and estate planners to support comprehensive estate planning and administration.
• Assist with fiduciary accounting, estate administration matters, and audit or inquiry responses related to trust and estate tax issues.
• Stay current on legislative and regulatory changes impacting trusts and estates and communicate implications to clients and internal teams.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA required. JD or LL.M. in Taxation preferred.
• Minimum of five (5) years of experience in trust and estate taxation, preferably in a public accounting or law firm environment.
• Strong working knowledge of fiduciary income tax, estate tax, gift tax, and related compliance requirements.
• Experience with fiduciary accounting and estate administration preferred.
• Strong analytical, research, and problem-solving skills.
• Demonstrated ability to supervise and develop staff.
• Proficiency in tax software (CCH Axcess, GoSystem, or similar) and Microsoft Office Suite.

Benefits

• If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

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