Tax Manager

Responsibilities

• Review and prepare fiduciary income tax returns (Forms 1041), estate tax returns (Form 706), and gift tax returns (Form 709)
• Advise clients and professional advisors on fiduciary income, estate, gift, and generation-skipping transfer tax matters
• Research complex federal and state tax issues to develop practical planning recommendations
• Analyze legal documents like wills and trust agreements to identify tax implications
• Develop tax-efficient strategies for wealth transfer and post-mortem planning
• Coordinate with attorneys, wealth managers, and trustees to ensure successful outcomes
• Mentor and train staff by providing technical guidance and reviewing work product
• Support practice growth through business development and process improvement

Requirements

• Bachelor's degree in Accounting or a related field
• CPA license required or strongly preferred
• Minimum of five years of public accounting experience focused on fiduciary and transfer tax
• Expertise in trusts, estates, fiduciary accounting, and wealth transfer planning
• Knowledge of estate and trust administration and probate processes
• Strong research, analytical, and problem-solving skills
• Proficiency with tax software applications

Benefits

• Health, dental, and vision insurance
• Employer-funded profit-sharing plan with 401(k) option
• Group term life and disability insurance
• Flexible spending accounts
• Flexible time off and paid leave program