Tax Accounting Manager (Trusts & Estates)

We are seeking an experienced Tax Manager specializing in Trusts & Estates to lead complex tax planning and compliance services for high-net-worth individuals, fiduciaries, and family offices. The ideal candidate will possess deep expertise in estate, gift, and fiduciary income tax matters, with the ability to advise clients on multi-generational wealth strategies, tax-efficient transfers, and trust administration.

Responsibilities:

• Manage and review the preparation of federal and state fiduciary income tax returns (Forms 1041), estate tax returns (Form 706), gift tax returns (Form 709), and generation-skipping transfer (GST) tax filings

• Advise clients on estate planning strategies, charitable giving, trust structuring, and wealth preservation

• Provide guidance on trust accounting and distributions in accordance with trust documents and applicable laws

• Identify and resolve tax issues; provide practical solutions and strategic advice tailored to client goals

• Oversee and mentor tax staff and senior associates; manage workflow and ensure timely and accurate delivery of services

Requirements:

• Bachelors Degree in Accounting, Finance or related field

• 10+ years accounting experience with a focus on Trusts/Estates

• CPA or EA preferred

$180,000 - $210,000 a year