Tax Manager - Trusts and Estates
Salary: $180,000 - 220,000/year
This position is fully remote.
We are seeking an experienced and highly detail-oriented Tax Manager with specialized expertise in trust and estate tax compliance and planning. This role will be responsible for managing complex trust and estate tax filings, advising clients on estate planning strategies, and ensuring compliance with all federal and state tax regulations. The ideal candidate will have a deep understanding of fiduciary accounting, estate and gift taxation, and the ability to develop proactive strategies for high-net-worth individuals and families.
Responsibilities
Prepare and review Form 1041 (U.S. Income Tax Return for Estates and Trusts), Form 706 (Estate Tax Return), Form 709 (Gift Tax Return), and relevant state filings.
Manage a portfolio of trust and estate clients, ensuring timely and accurate tax compliance.
Provide strategic tax planning related to wealth transfer, charitable giving, generation-skipping transfer (GST) tax, and asset protection.
Collaborate with attorneys, financial advisors, and fiduciaries on estate and trust administration.
Supervise and mentor junior staff in the preparation and review of trust and estate tax returns.
Stay up to date on developments in estate and trust tax law and advise clients accordingly.
Respond to IRS and state tax notices; assist with audits and tax controversy matters as needed.
Support business development through client meetings, proposal development, and networking.
Requirements
Education: Bachelor's degree in Accounting, Finance, or related field. JD, CPA, or LLM in Taxation preferred.
Minimum 5–7 years of experience in public accounting or law firm tax department, with a focus on trusts and estates.
Strong working knowledge of federal and state fiduciary tax law, estate planning strategies, and probate processes.
Expertise in fiduciary accounting and trust taxation.
Experience with tax preparation software (e.g., CCH Axcess, GoSystem, or similar).
Excellent communication, client service, and organizational skills.
$180,000 - $220,000 a year
Tax Manager - Trusts and Estates
Salary: $180,000 - 220,000/year
This position is fully remote.
We are seeking an experienced and highly detail-oriented Tax Manager with specialized expertise in trust and estate tax compliance and planning. This role will be responsible for managing complex trust and estate tax filings, advising clients on estate planning strategies, and ensuring compliance with all federal and state tax regulations. The ideal candidate will have a deep understanding of fiduciary accounting, estate and gift taxation, and the ability to develop proactive strategies for high-net-worth individuals and families.
Responsibilities
Prepare and review Form 1041 (U.S. Income Tax Return for Estates and Trusts), Form 706 (Estate Tax Return), Form 709 (Gift Tax Return), and relevant state filings.
Manage a portfolio of trust and estate clients, ensuring timely and accurate tax compliance.
Provide strategic tax planning related to wealth transfer, charitable giving, generation-skipping transfer (GST) tax, and asset protection.
Collaborate with attorneys, financial advisors, and fiduciaries on estate and trust administration.
Supervise and mentor junior staff in the preparation and review of trust and estate tax returns.
Stay up to date on developments in estate and trust tax law and advise clients accordingly.
Respond to IRS and state tax notices; assist with audits and tax controversy matters as needed.
Support business development through client meetings, proposal development, and networking.
Requirements
Education: Bachelor's degree in Accounting, Finance, or related field. JD, CPA, or LLM in Taxation preferred.
Minimum 5–7 years of experience in public accounting or law firm tax department, with a focus on trusts and estates.
Strong working knowledge of federal and state fiduciary tax law, estate planning strategies, and probate processes.
Expertise in fiduciary accounting and trust taxation.
Experience with tax preparation software (e.g., CCH Axcess, GoSystem, or similar).
Excellent communication, client service, and organizational skills.
$180,000 - $220,000 a year