Tax Manager - Trust and Estates

Tax Manager - Trust and EstatesPosition Overview The Tax Manager - Trust and Estates will oversee the tax compliance and planning for a diverse portfolio of trust and estate clients. This role is critical in providing strategic tax guidance and ensuring adherence to applicable regulations while optimizing tax outcomes for clients.Key ResponsibilitiesManage and oversee the preparation of federal and state tax returns for trusts and estates.Develop and implement effective tax strategies for high-net-worth clients and their families.Advise clients on estate planning and trust administration matters, ensuring compliance with tax laws and regulations.Review financial statements and reports to ensure accuracy in tax calculations and reporting.Build and maintain strong client relationships, providing exceptional client service and support.Stay updated on IRS regulations and changes in tax law to provide informed advice to clients.Collaborate with other professionals such as attorneys and financial advisors to provide integrated wealth management solutions.QualificationsBachelor's degree in Accounting, Finance, or a related field; Master's degree or CPA preferred.Minimum of 5 years of experience in tax planning and compliance, specifically in trust and estate taxation.Strong understanding of estate planning, trust administration, and tax laws.Proficiency in financial reporting and accounting principles.Excellent analytical and problem-solving skills with a detail-oriented approach.Proven ability to manage multiple client engagements and deadlines effectively.Strong interpersonal and communication skills, with a commitment to building client relationships.BenefitsCompetitive Full Package:Lucrative SalaryVacation/PTOFull Benefits:MedicalDentalVision401K/Profit SharingTelecommute - Hybrid Schedule, 2 days max in the office - very flexible!

Created: 2025-09-27