Trusts and Estates Tax Manager

Trust & Estate Tax Manager / Director

We are partnering with a well-established public accounting firm seeking an experienced Trust & Estate Tax Manager or Director to lead and grow its fiduciary tax practice. This is an outstanding opportunity for a seasoned tax professional who enjoys working closely with high-net-worth individuals, families, fiduciaries, and business owners while mentoring staff and contributing to the firm's continued growth. Partnership potential is available for the right individual.

Key Responsibilities

• Lead the preparation and review of complex fiduciary, estate, gift, and individual income tax returns.
• Provide technical guidance on trust, estate, and tax planning matters.
• Advise clients and internal teams on estate and trust administration, probate matters, and fiduciary accounting.
• Research federal and state tax issues and develop practical solutions for clients.
• Respond to IRS and state tax agency notices and assist with audits or tax examinations when necessary.
• Build and maintain long-term client relationships while serving as a trusted advisor.
• Supervise, coach, and develop tax professionals, ensuring quality work and timely project completion.
• Identify opportunities to improve processes and enhance client service.

Qualifications

• 8+ years of public accounting experience with a strong concentration in trust and estate taxation.
• Bachelor's degree in Accounting, Finance, or a related discipline; Master's degree is a plus.
• CPA designation preferred.
• Strong understanding of fiduciary tax law, estate planning, and trust administration.
• Experience using professional tax software and accounting systems.
• Advanced Microsoft Excel and Microsoft Office skills.
• Excellent communication and client relationship management abilities.
• Proven leadership experience with the ability to mentor and develop staff.
• Highly organized, detail-oriented, and capable of managing multiple deadlines.

Compensation & Benefits

• Highly competitive compensation package based on experience.
• Clear path to Partnership for qualified candidates.
• Comprehensive medical benefits and 401(k) with company match.
• Generous paid time off and company holidays.
• Hybrid work flexibility.
• Professional development and continuing education support.
• Collaborative, team-oriented culture with long-term career advancement opportunities.