Tax Manager- Estates and Trusts

We are seeking an experienced Tax Manager – Trusts & Estates to lead complex tax compliance and consulting engagements for trusts, estates, gifts, fiduciaries, and high-net-worth individuals. This role serves as a trusted advisor to clients and professional partners while leading engagement teams, mentoring staff, and delivering exceptional client service.

The ideal candidate is technically strong, relationship-focused, and enjoys solving complex tax issues while helping clients navigate estate and trust planning.

PBMares Core Values:

• Integrity
• Trust
• Respect
• Accountability
• Caring

What you will do:

• Manage complex trust, estate, gift, and fiduciary tax engagements from planning through completion.
• Review and prepare Forms 1041, 706, 709, and related tax filings.
• Research complex tax issues and develop practical planning strategies.
• Interpret trust and estate documents and advise clients on tax implications.
• Build and maintain strong relationships with clients, attorneys, and other advisors.
• Supervise, coach, and develop tax professionals.
• Review staff work for quality, accuracy, and compliance.
• Manage engagement budgets, workflow, and profitability.
• Identify opportunities to expand client relationships and support business development.
• Stay current on tax law changes and communicate planning opportunities to clients and the team.
• Leverage tax technology and firm-approved AI tools to improve efficiency while maintaining professional judgment.

???????What you get:

• Full benefits: medical, dental, 401K match
• Paid Time Off
• 11 paid holidays per year
• Flexible work schedule to include hybrid work environment.
• Summer Hours- Friday half days (based on a minimum 40 hour work week)
• Company investment of a minimum of 40 hours learning and development annually
• Path to Partner Program
• CPA Certification reimbursement and bonus program
• The opportunity to grow and shape the future of the firm