Tax Manager

Overview

Location: Cranford, NJ (Hybrid - 3 days in office per week)

Job Type: Full-Time

A growing tax practice is seeking a Tax Manager to join its Trust and Estate team, providing estate planning and tax compliance services to high-net-worth individuals, families, and fiduciaries. This role offers the opportunity to lead complex engagements, advise clients on tax strategies, and manage a team of professionals.

$/yr - $/yr

• Provide high-level fiduciary, personal income, gift, and estate tax compliance and planning services.
• Review individual, fiduciary, estate, and gift tax returns, as well as estate and trust fiduciary accountings.
• Handle federal and state tax notices and audits.
• Research tax laws and prepare technical memoranda and planning strategies.
• Analyze estate planning legal documents and advise on tax implications.
• Manage client relationships and oversee all aspects of client accounts.
• Lead and mentor team members, manage workloads, and support professional development.
• Participate in business development through networking, public speaking, and authoring articles.

• Bachelor’s degree in Accounting required; MST, JD, or LL.M. preferred.
• CPA, EA, or equivalent certification required.
• Minimum 7 years of experience in trust, estate, and gift tax matters.
• Strong background in public accounting and estate/inheritance tax compliance (Forms 1041, 709, 5227, ESBT, QSST).
• Excellent communication, analytical, and client service skills.
• Experience with tax research tools and software (e.g., Pro System fx, Axcess Tax, GEMS, Checkpoint, BNA).
• Ability to work additional hours as needed to meet client deadlines.

• Medical, Dental, and Vision insurance
• Life and AD&D insurance (basic and voluntary)
• 401(k) plan with profit-sharing
• Flexible Spending and Health Savings Accounts
• Paid parental leave and generous PTO
• Paid firm holidays
• Commuter and parking benefits
• Wellness and work-life programs
• Community involvement and volunteering opportunities
• Training, certification support, and professional development programs
• Discretionary performance bonus