Senior Manager Trust, Estate, Individual Tax

Role Description

This is a full-time on-site/hybrid role for a Senior Tax Manager in the area of Trust, Estate, and Individual Tax, located in St Louis, MO. The Senior Tax Manager will be responsible for overseeing and managing tax planning, tax compliance, tax preparation, and staying updated with the latest tax laws for trusts, estates, and individual tax clients. The role includes supervising, training, and mentoring a team of tax professionals, reviewing/signing tax returns, ensuring compliance with federal and state tax regulations, and providing strategic tax advice to clients in the area of Trust, Estate, and Individual tax.

Key Responsibilities

• Lead the review and final sign-off of federal, state, and local tax returns for trusts, estates, and individuals.

• Work with attorneys, wealth advisors, and other third parties to provide a team approach to assist clients.

• Provide advanced tax planning, research, and consulting services across federal, state, and (as applicable) international tax areas.

• Lead technical discussions with clients, providing proactive advice on tax savings strategies, regulatory changes, and risk management.

• Oversee and guide clients through special projects (entity structuring, succession planning, etc.).

• Supervise, mentor, and develop staff at all levels; provide regular coaching and feedback.

• Manage engagement workflow, budgets, and deadlines, ensuring accuracy and efficiency.

• Partner with leadership on firm initiatives, including AI integration and process improvements with specific input on the areas of trust/estate and individual tax.

• Develop cost estimates and proposals for new client engagements.

Qualifications

• CPA or EA designation required

• 8+ years of public accounting experience

• Demonstrated experience reviewing and signing tax returns for a variety of entity types

• Ability to manage multiple projects and deadlines with attention to detail

• Proven supervisory experience with the ability to lead, train, and mentor staff

• Excellent verbal and written communication skills

• Comfortable in a hands-on, people-focused culture

Firm uses the following software (note: familiarity with all is not required but a plus)

• CCH Axcess: ProSystems Tax, Document, Workstream

• CCH Engagement

• QuickBooks Online and Desktop

• CCH Fixed Assets

• CCH Planning

• CCH AnswerConnect

Benefits

• Full medical paid by the employer for each employee and percentage covered for employee’s family

• Dental, vision, LTD, STD, and life insurance

• 401(k) with immediate match and vest

• Flexible work schedule

• Generous PTO policy

• 10 Firm Holidays

Additional Information

• Competitive salary commiserate with experience

• Completely confidential hiring process